CHICAGO - Each generation has distinct characteristics that inform the way its members like to communicate and connect with other people. Naturally, most people approach others the way theyd like to be treated, but that doesnt cut it for advisors working with clients from a different generation, said Cam Marston, a generational characteristics expert and consultant with his firm, Generational Insight.
At the Schwab Impact 2012 conference on Thursday, Marstons session focused on the differences between the Baby Boomers, the Gen Xers and the Millenials and what those differing characteristics mean for advisors. The disconnect is a gap they cant cross, he said.
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