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The Gen-Savvy Advisor®

Online Training

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The Gen-Savvy Financial Advisor®

The financial industry's most comprehensive exploration of generational preferences and biases for financial professionals. Up to 50+ videos exploring a range of topics from how to engage young inheritors to tips on the best items to highlight when courting Baby Boomer clients.

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Workshops

Instructor Led Training

Course Material

Leading Multi-Generational Teams

This half- or full-day session leads management and leadership through interactive exercises to develop their cross-generational management and leadership skills using our proprietary Gen-Flex® tool. Suggested class size is 25 to ensure ample hands-on, quality instruction.

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We create programs and develop strategic insights designed to educate, activate, and excite people about the opportunities coming from today’s unprecedented generational and demographic shifts.

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Case Studies

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Cam Marston - Generational Insights
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Cam Marston, the leading the generations speaker, is the leading expert on the impact of generational change and its impact on the marketplace. As an author, columnist, blogger, and lecturer, he imparts a clear understanding of how generational demographics are changing the landscape of business. Marston and his firm, Generational Insights, have provided research and consultation on generational issues to hundreds of companies and professional groups, ranging from small businesses to multinational corporations, as well as major professional associations, for over 20 years.

For more information on booking Cam Marston and his fees, contact his agent, Helen Broder.

Funny Keynote Speaker Leading the Generations

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