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Engaging Across the Ages

Connecting with a four-generation marketplace

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

Next Step

Enter your email address to download the Engaging Across the Ages white paper below.

The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds.