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...
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...
