The Financial Planning Standards Council held its Vision 2020 Symposium in Toronto on November 20. Topics covered include connecting with clients from different generations and cultural backgrounds, and how to earn their trust.
Lionel Laroche, the owner of Markham, Ont.-based MultiCultural Business Solutions, provides practical tips about connecting with clients who were raised outside of Canada. Laroche explains why advisors should pay attention to differences in risk aversion, English proficiency and soft skills. He spoke at the Financial Planning Vision 20/20 Symposium in Toronto.
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.