“Sometimes, what you don’t say matters more than what you say”
Take advantage of opportunities to stay in touch
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.
Graphics are a tried and true way to communicate
How you present the options to clients has a huge impact on their decisions
Skip the jargon and know your client
Be positive and keep it personal
Choosing to phrase concepts in a more positive light can go a long way toward making clients feel at ease
Smart Advisor helps advisors create, distribute and track regulatory and non-regulatory communications
Make frequent contact and focus on long-term goals