Gen Savvy

The Gen-Savvy Financial Advisor

For decades financial services have focused on demographic groups that are now moving into and past retirement. The Matures (born 1945 and prior) and the Baby Boomers (born 1946 – 1964) are the generations that the financial services industry grew up with, and their client relationships were defined by traditional business models. Now, new generations […]

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Selling Across The Generations

How you pitch your product or service, whether online or in person, likely reflect your generational biases. You believe that what you find valuable in your offering will be the same thing that the customer or client will find valuable. However, in many cases, it’s not. And your generational biases are the cause. This presentation […]

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Four Generations - Generational Insights

Four Generations In The Workplace

Employers and managers need to understand the attitudes and expectations of each of the four generations so they can best work with each other. The days of “treat everyone the same” are no longer with us; now we must accept the needs and desires of the individual. What causes the generations to differentiate from one […]

Attracting Retaining - Generational Insights

Attracting and Retaining A New Generation of Employees

Quality employees are your organization’s most valuable resource. How do you find the best candidates, and how can you keep the ones you have? Who is on your ‘lifer list’? What are you doing to make sure they’ll stay? Is it the right thing? This presentation uses best practices across industries to show how today’s […]


Leadership in a Distracted World

Our world today is loud, cluttered, and busy. There are countless attempts made each day to get our attention and distract us from our goals. What must leaders do to gain the attention and respect of those around us? What must leaders do to maintain their own focus and their team’s focus. Learn how our […]

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