by admin | Nov 7, 2013 | Baby Boomer, Diversity in Workforce, Generation X, Generation Y, Generational Differences at Work, Management Tips
I’ve written a lot about the different generations, and find understanding the root of their differing behavior and corresponding attitudes to be both a fascinating topic and a valuable management tool. As with everything in management, increasing the...
by admin | Jun 6, 2013 | Baby Boomer, Generation X, Generation Y, Wealth Management of Generational Assets
Kile Lewis is the Co-founder and Co-CEO of oXYGen Financial—a full service family office offering financial services for the X and Y generations. It was founded in response to increasing requests from successful young people — Generation X and Generation Y investors,...
by admin | Feb 28, 2013 | Baby Boomer, Diversity in Workforce, Generational Differences at Work
In the past, people retired, on average, at age 60. The Baby Boomers (born between 1946-1964) talk about retiring at 69, except if they don’t, because they need the salary, or just like working. And they could work for quite a while yet. Look at how many people are...
by admin | Oct 30, 2012 | Baby Boomer, Generation X, Generation Y, Wealth Management of Generational Assets
By now you’ve determined the generation of your client and successor, bonded with the successor and prepared for the inter-generational financial meeting that will help protect her assets for generations to come. The last step is to actually hold the meeting with the...
by admin | Oct 23, 2012 | Baby Boomer, Generation X, Generation Y, Wealth Management of Generational Assets
Step # 3 We last discussed different ways to meet your client’s successor in a casual setting. Now that the successor has bonded with you, it’s time for a financial meeting with your client and successor. Begin with the end in mind as you prepare for this meeting:...
by admin | Oct 16, 2012 | Baby Boomer, Generation X, Generation Y, Wealth Management of Generational Assets
Step # 2 Last week I shared the importance of doing your generational homework, which includes getting to know the generation of both your client and your client’s successor, as well as asking your client to introduce you to the successor. Now it’s time to begin...
