Pay in installments of $4.25 with
,
and
Shipping Estimate
USA
- USA
- CAN
- USA
- CAN
Ships within 48 hours · Estimated delivery Jul 29 - Aug 3
Promo Codes Available:
For Your Every Summer RSVP, with Code: SUMMER15
Description
The Gen-Savvy Financial Advisor: Advising the Generations in the New Age of UncertaintyThere have been big changes in consumers' buying habits, and financial services are no exception, says Cam Marston, a world renowned expert on generational issues in the marketplace. Understanding clients' age based points of view is an indispensable soft skill that you can use to establish connections and make sales. New attitudes about investing break down along generational lines and this book is the definitive guide to tailoring financial services
There have been big changes in consumers' buying habits, and financial services are no exception, says Cam Marston, a world-renowned expert on generational issues in the marketplace.
Understanding clients' age-based points of view is an indispensable soft skill that you can use to establish connections and make sales.
New attitudes about investing break down along generational lines and this book is the definitive guide to tailoring financial services and building relationships with clients based on these new generation-specific expectations and experiences. Whole chapters are devoted to each of the four generations - Matures, Baby Boomers, Generation Xers, and Millennials - and their unique approaches to finance and investing. Marston offers detailed guidelines and an arsenal of proven techniques to help the advisor best serve investors of all ages.
Through this book, Marston conveys the changing demographics and shifting experiences that are giving many financial advisors anxiety they haven't felt since the Great Recession. But he also shares a path forward.
Binding Type: Paperback
Publisher: Generational Insights
Published: 12/21/2016
ISBN: 9780998262703
Pages: 192
Weight: 0.47lbs
Size: 8.00h x 5.00w x 0.44d
Shipping Notes
- Free Standard Shipping on $100+ Orders to the USA.
- Except Preorder products are shipped in 48 hours.
- Delivery to the USA:
- Standard Shipping : 3-10 business days
- If time is of the essence, please consider selecting expedited delivery for faster service.
Exchange/Return Notes
- We offer a 30-day return/exchange service after receiving.
- Final sale items are not eligible for returns or exchanges.
- To process your return/exchange, please contact us at [email protected]
- Please click here for more details>>> Return & Exchange Policy