Financial planning

Client Communication: How to Bridge Generation Gaps

January 6, 2016 3:56 PM

Client Communication: How to Bridge Generation Gaps

If you're planning someone's financial future, it sure helps to know what makes them tick. Navigating the generation gap can be tricky whether you're speaking to a younger client — or prospect — or chatting with someone your parent's age. "It's all about multi-generational communication," says Lori Dorsey, senior vice president for Ivy Funds, which recently launched GenLink, a continuing education course designed to help advisors understand the characteristics of various age groups.

Please click on the arrows above for a handy cheat sheet on generational traits and communication strategies, produced by Ivy Funds in collaboration with BridgeWorks.- Charles Paikert

Client Communication: How to Bridge Generation Gaps

What follows is a cheat sheet on generational traits and communication strategies.

Client Communication: How to Bridge Generation Gaps

What follows is a cheat sheet on generational traits and communication strategies.

Client Communication: How to Bridge Generation Gaps

What follows is a cheat sheet on generational traits and communication strategies.

Client Communication: How to Bridge Generation Gaps

What follows is a cheat sheet on generational traits and communication strategies.

Financial planning

Practice management

MORE FROM FINANCIAL PLANNING

Investment strategies

Passion in the portfolio: Luxury collectibles as alternative assets

Wine, whiskey, cars, handbags, guitars and watches are loved by many clients. And they may be worth serious money, too.

By Rob Burgess

10m ago
Regulation and compliance

Judge rebukes ex-Wells Fargo broker's attempt to claim tax write-offs

Francisco Gil tried to claim his status as an independent contractor entitled him to tax deductions for travel, meals and marketing expenses. The IRS and a federal judge said he was in fact an employee.

By Dan Shaw

October 1
Professional development

Quad-A's Vision: Bridge gap between Wall Street, HBCUs

The largest annual event for Black financial advisors drew support from some of the biggest names in the industry.

By Tobias Salinger

October 1
Maintaining firm autonomy when sharing technology, people and processes

In this Q&A article with David Karr, chairman of Equitable Advisors, gain perspective on how financial advisors can leverage shared resources and lean into AI to more efficiently manage their practice and nurture relationships.

Partner Insights from Equitable
Practice and client management

An advisor's guide to the government shutdown

A government shutdown disrupts federal agencies and markets. Here's what advisors need to know to guide clients through the uncertainty.

By Elijah Nicholson-Messmer

October 1
RIAs

M&A through the roof — how RIA advisors can take advantage

Historic deal volume isn't slowing. Here are our guides for pricing your firm, buying a book of business, going independent and more.

By Staff report

October 1