For decades financial services have focused on demographic groups that are now moving into and past retirement. The Matures (born 1945 and prior) and the Baby Boomers (born 1946 – 1964) are the generations that the financial services industry grew up with, and their client relationships were defined by traditional business models. Now, new generations who have different economic and cultural experiences, including the recent effects of COVID-19 and societal divisions, are moving into age ranges that make them prime markets for investments, retirement planning, insurance, and other financial services.
Cam Marston understands the attitudes and expectations of the upcoming generations and what they expect from service providers. He has learned how they buy, how they value different types of information, what their definition of “expert” is and how they apply it to financial advisors, and what they want financial advisors to teach them. He understands their preferred methods of communications and what sales tools to use and how to use them effectively.
The next generation of financial services client has arrived. They will not tolerate being treated the same way their parents were treated. Learn what they want in this engaging and impactful presentation.
- The attitudes and expectations of the upcoming generations and what they expect from financial services providers.
- How each generation values different types of information.
- What each generation’s definition of “expert” is and how they apply it to financial professionals.
- How different generations perceive money.
- What the younger generations want financial professionals to teach them.
- Each generation’s preferred communication preferences.
- Which sales tools to use, and how to use them effectively.
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