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...
