The Gen-Savvy Financial Advisor
Cam Marston
Broschiertes Buch

The Gen-Savvy Financial Advisor

Advising the Generations in the New Age of Uncertainty

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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 ...