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The Gen-Savvy Financial Professional: Advising the Generations in the New Age of Uncertainty by Cam Marston

The Gen-Savvy Financial Professional: Advising the Generations in the New Age of Uncertainty

by Cam Marston
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Book cover type: Paperback
  • ISBN13: 9798986006741
  • Binding: Paperback
  • Subject: N/A
  • Publisher: CAM Marston
  • Publisher Imprint: CAM Marston
  • Publication Date:
  • Pages: 242
  • Original Price: USD 20.0
  • Language: English
  • Edition: N/A
  • Item Weight: 245 grams
  • BISAC Subject(s): Finance / General

The Gen-Savvy Financial Professional is a practical field guide for advisors who want to build durable, multi-generational client relationships in a marketplace reshaped by economic shocks, cultural shifts, and the largest wealth transfer in history. Baby Boomers, Generation X, Millennials, and Generation Z each bring distinct experiences, anxieties, and expectations into financial conversations, and treating them the same is a costly mistake.

This updated edition shows you how to recognize generational signals, adapt your communication style, and meet clients where they are, emotionally, culturally, and financially. You'll learn why trust forms differently across age groups, how life stage shapes financial behavior, and what it takes to earn relevance with heirs before assets transfer.

Grounded in research, real-world case studies, and decades of consulting experience, this book delivers clear frameworks and actionable guidance, not theory, for advisors who want to stay indispensable as clients age, retire, and pass wealth forward.

If the next generation of your clients matters, this book is no longer optional.

Marston, Cam: - Cam Marston is a leading authority on generational change and its impact on the workplace and marketplace. For more than 25 years, he and his firm, Generational Insights, have provided research and strategic guidance to hundreds of organizations, ranging from small businesses to multinational corporations and major professional associations. The author of five books, Marston's work has been featured in The Wall Street Journal, The Economist, BusinessWeek, Fortune, Money, and Forbes, and he has appeared on Good Morning America, CNN, and BBC News. He holds a bachelor's degree from Tulane University and lives in Mobile, Alabama.

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