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Keyword: Generations

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It pays to build relationships with your clients’ children

Understanding why a client of a certain generation is making a particular decision can be helpful to advisors

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.