Engaging Across the Ages
For decades, client engagement was about understanding life stages—specifically, the differences between the baby boomers and the World War II generation. As the demographics have shifted, ushering in Gen X and Gen Y, new needs and expectations of a new four-generation marketplace have become more complex. They have also presented new challenges as well as opportunities for financial advisors.
What makes these generations tick? How should financial advisors speak to them? And how can advisors effectively engage all four generations of clients?
- How to win trust by understanding clients’ generational experiences, expectations, and preferred modes of engagement
- Demographics of four large generational cohorts that will drive the future of financial and advisory services
- Generational style differences in the areas of work, motivation, interaction, communication, and leadership
- Download the Engaging Across the Ages white paper
- Contact your Hartford Funds Advisor Consultant about ways to connect with the four distinct generations
- Want to learn how to apply these insights to your practice? Send us your email.
The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds.