Financial Planning

Connect successfully with four generations

Interview of Seth Mattison |

Seth Mattison, generations consultant and keynote speaker, Bridgeworks, suggests practical tips on how to connect successfully with four generations of clients: Traditionals; Baby Boomers; Gen X and Gen Y. He discusses recent research showing how the trends of each generation impact their core values and financial planning. He spoke at the Financial Planning Vision 20/20 Symposium in Toronto.