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Home In Depth Special Reports FPSC Financial Planning Week 2012 Connect successfully with four generations

FPSC Financial Planning Week 2012

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Connect successfully with four generations

Seth Mattison, generations consultant and keynote speaker, Bridgeworks, suggests practical tips on how to connect successfully with four generations of clients: traditional, 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.

  • By: Seth Mattison
  • November 21, 2012 October 31, 2019
  • 16:20
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Seth Mattison

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