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

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

by Cam Marston
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Book cover type: Paperback
  • ISBN13: 9780998262703
  • Binding: Paperback
  • Subject: N/A
  • Publisher: Generational Insights
  • Publisher Imprint: Generational Insights
  • Publication Date:
  • Pages: 192
  • Original Price: USD 20.0
  • Language: English
  • Edition: Revised and Updated
  • Item Weight: 214 grams
  • BISAC Subject(s): General

There have been big changes in consumers' buying habits, and financial services are no exception, says Cam Marston, a world-renowned expert on generational issues in the marketplace.

Understanding clients' age-based points of view is an indispensable soft skill that you can use to establish connections and make sales.

New attitudes about investing break down along generational lines and this book is the definitive guide to tailoring financial services and building relationships with clients based on these new generation-specific expectations and experiences. Whole chapters are devoted to each of the four generations - Matures, Baby Boomers, Generation Xers, and Millennials - and their unique approaches to finance and investing. Marston offers detailed guidelines and an arsenal of proven techniques to help the advisor best serve investors of all ages.

Through this book, Marston conveys the changing demographics and shifting experiences that are giving many financial advisors anxiety they haven't felt since the Great Recession. But he also shares a path forward.

Marston, Cam: - Cam Marston is the leading expert on generational change and its impact on the marketplace. Marston and his firm, Generational Insights, have provided research and consultation on generational issues to hundreds of companies and professional groups over 20 years. Author of three previous books and two best-selling videos, his work has been featured in the Wall Street Journal, The Economist, the Chicago Tribune, BusinessWeek, Fortune, Money, and Forbes, as well as on Good Morning America, CNN International, and BBC News and other major media outlets. He is a native and resident of Mobile, Alabama.

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