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