by admin | Jul 17, 2013 | Future of Work, Generation Y, Generational Differences at Work
I’ve heard of big ticket purchases, but this one takes the cake. A group of young entrepreneurs named Summit have convinced approximately 50 investors to help them purchase a mountain (yes, a mountain!). The transformation of Powder Mountain in Eden, UT into Summit...
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 | Nov 20, 2012 | Employee Engagement, Generation Y, Generational Differences at Work, Management Tips
So you want to start an employee engagement program? BBMG recently released a white paper that addresses sustainability as an organizational core value, which not only helps the planet but also increases employee engagement. Their rationale is that having this type of...
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...
