by admin | Nov 12, 2010 | Baby Boomer, Generation X, Generation Y, Generational Differences at Work, Management Tips
When people learn that I work with the different generations in the workplace, I often hear “I can’t talk to THEM. THEY are the problem.” It doesn’t matter if it’s a Baby Boomer talking about a Gen Y, or a Traditionalist talking about a...
by admin | Nov 5, 2010 | Baby Boomer, Generation X, Generation Y, Generational Differences at Work, Management Tips
The other day I heard a friend say, “I can’t work with THEM. THEY are the problem.” Was my friend discussing race, gender or ethnicity? No, she was talking about Gen Y. And later I overheard a similar discussion in an elevator, with one Gen...
by admin | Sep 22, 2010 | Generation Y, Generational Differences at Work, Management Tips
Who are the four generations? Traditionalists: Born between 1924-1945 Baby Boomers: Born between 1946-1964 Generation X: Born between 1965-1980 Generation Y: Born between 1981-2000 Each of these generations was influenced by certain events that shaped their psyche...
by admin | Sep 10, 2010 | Management Tips
Did you miss part 1 of this blog? Click here to read it. If you already read Part 1, read on for Phil’s solution. How Could This Information Have Helped Phil? We can’t know how Phil’s doctor client would have reacted to the idea of succession planning. (After...
by admin | Sep 2, 2010 | Management Tips
Is the average age of the clients in your book 65? Are you confident that all of your assets under management will remain in your hands when your older clients die? Are you willing to bet your business on it? Successful FAs always look for net new assets. But what...
by admin | Aug 20, 2010 | Management Tips
After one of my multi-generational team building workshops, a participant asked: How can generational awareness be managed correctly, for example in a multiple generational working group, where all the team members might be wanting to adapt to the other generations...