by admin | Oct 9, 2012 | Baby Boomer, Generation X, Generation Y, Wealth Management of Generational Assets
Here is the first step to retaining assets across generations: educate yourself on the generational similarities and differences, and then get to know the different generations in your client’s family so you can make a concrete plan to meet your clients’ successors...
by admin | Sep 27, 2011 | Baby Boomer, Generation X, Generation Y, Generational Differences at Work, Management Tips
People often ask me how to effectively negotiate with other generations. I find it useful to think of each generation as having its own language, based on the political, technological and social events that occurred during the formative years of that generation. What...
by admin | Sep 20, 2011 | Baby Boomer, Generation X, Generation Y, Generational Differences at Work
As in most things, there is a difference in how each generation gives to charitable institutions and therefore a difference in how philanthropic organizations should approach potential donors. Baby Boomers give to organizations they feel they have a personal...
by admin | Sep 14, 2011 | Baby Boomer, Generation X, Generation Y, Generational Differences at Work
The upcoming publication of Susan Gregory Thomas’ book, “In Spite of Everything: A Memoir,” has prompted several blog posts on the divorce rate of Gen X. Gen X, the generation aged between 30 and 45, is less covered in the media than Baby Boomers and Gen Y. They are...
by admin | Aug 17, 2011 | Baby Boomer, Generation X, Generation Y
The upcoming publication of Susan Gregory Thomas’ book, “In Spite of Everything: A Memoir,” has prompted several blog posts on the divorce rate of Gen X. Gen X, the generation aged between 30 and 45, is less covered in the media than Baby Boomers and Gen Y. They are...
by admin | Apr 8, 2011 | Baby Boomer, Generational Differences at Work, Management Tips
Last week, I introduced a generational sales challenge (click here to read last week’s post). Here is one way to resolve that challenge. Meet the Generational Clues to Solving the Puzzle Marcelle knows: 1. Joan is a Traditionalist and her generational values...
