Presenting an all-new, online training led by generational expert, columnist, speaker, blogger, and best-selling author Cam Marston, that offers today’s financial service professionals a fast-track competitive edge to capturing the minds, hearts, and portfolios of younger investors while taking your trust-based relationships with older, more traditional investors to the next level.


Through a series of quick-hit videos you’ll discover:

  • Key trust-builders (and trust-busters!) for each generation – to help you quickly gain the confidence of clients who aren’t like you.
  • Specific language to use – to effectively and authentically communicate your value ​in a way that resonates with each generation. (And the language unknowingly used by MOST financial professionals that drives would-be clients away.)
  • A solid understanding of the financial needs and biases of every generation – to help you sell more of the right products and services to more of the right people​.
  • Networking and relationship-building techniques that work​ – even with people you think you have nothing in common with.

Learning Options

Audit Package

Cost: $300

You get:

  • Generational Preferences Quick Reference Guide

Plus 3 months access to:

  • 40 videos & affiliated learning tools

Audit Package

You get:

  • Downloadable Generational Preferences Quick Reference Guide

Plus three month’s access to:

Videos & Learning Tools:

  • Session 1: Introduction – What to expect and how to maximize your time in this course
  • Session 2: Optimizing the Client Base You Already Understand Best

    The Matures:

    1. The Matures: Meet Ozzie and Harriet
    2. Understanding the Mature Generation Woman
    3. Mature Women and Money
    4. Engaging Matures from the Get-Go
    5. Selling to the Mature Generation

     

    The Baby Boomers:

    1. Boomers: The Original “Me Generation”
    2. Boomers: One Generation, Two Different Animals
    3. Understanding the Boomer Woman
    4. Boomer Women and Money
    5. Engaging Boomers from the Get-Go
    6. Selling to Boomers
    7. Holding Boomer-Focused Client Events?
  • Session 3: Capturing the Emerging Wealth of Gen Xers

    Generation X:

    1. Gen Xers: Skeptics and Cynics
    2. Gen X: Your Online First Impression
    3. Understanding the Gen X Woman
    4. Gen X Women and Money
    5. The Gen X Stalker Client Part One
    6. The Gen X Stalker Client Part Two
    7. Engaging Gen Xers from the Get-Go
    8. Selling to Gen X
    9. Holding Client Events for Gen Xers
  • Session 4: Building Trust Now with Your Clients’ Heirs

    The Millennials:

    1. Millennials: Entitled and Coveted
    2. Millennials: Adultolescents
    3. Understanding the Millennial Woman
    4. Millennial Women and Money
    5. The Millennial Meeting
    6. Engaging Millennials from the Get-Go
    7. Selling to Millennials
    8. Closing the Deal with a Millennial
    9. Holding Client Events for Millennials

     

    Millennials and Financial Literacy:

    1. A Failing Grade
    2. Short-Term Thinkers
    3. Optimists
  • Session 5: Winning the Wealth Transfer

    Meeting your Client’s Next Generation: Boomer’s Children

    1. Boomer Children: Advocates and Future Clients
    2. Boomer Children: Sending the Email
    3. Boomer Children: Follow Up
    4. Boomer Children: The Meeting and Possible Rejection

     

    The Great Wealth Transfer: Boomers to their Kids

    1. The Great Wealth Transfer; Part 1
    2. The Great Wealth Transfer; Part 2

Practitioner Package

Cost: $400

You get:

  • Generational Preferences Quick Reference Guide

Plus 6 months access to:

  • 46 videos & affiliated learning tools
  • Downloadable & Printable Transcripts
  • Enrollment into Online Coaching Community

Practitioner Package

Everything in Audit Package:

  • Downloadable Generational Preferences Quick Reference Guide

Videos & Learning Tools:

  • Session 1: Introduction – What to expect and how to maximize your time in this course
  • Session 2: Optimizing the Client Base You Already Understand Best

    The Matures:

    1. The Matures: Meet Ozzie and Harriet
    2. Understanding the Mature Generation Woman
    3. Mature Women and Money
    4. Engaging Matures from the Get-Go
    5. Selling to the Mature Generation

    The Baby Boomers:

    1. Boomers: The Original “Me Generation”
    2. Boomers: One Generation, Two Different Animals
    3. Understanding the Boomer Woman
    4. Boomer Women and Money
    5. Engaging Boomers from the Get-Go
    6. Selling to Boomers
    7. Holding Boomer-Focused Client Events?
  • Session 3: Capturing the Emerging Wealth of Gen Xers

    Generation X:

    1. Gen Xers: Skeptics and Cynics
    2. Gen X: Your Online First Impression
    3. Understanding the Gen X Woman
    4. Gen X Women and Money
    5. The Gen X Stalker Client Part One
    6. The Gen X Stalker Client Part Two
    7. Engaging Gen Xers from the Get-Go
    8. Selling to Gen X
    9. Holding Client Events for Gen Xers
  • Session 4: Building Trust Now with Your Clients’ Heirs

    The Millennials:

    1. Millennials: Entitled and Coveted
    2. Millennials: Adultolescents
    3. Understanding the Millennial Woman
    4. Millennial Women and Money
    5. The Millennial Meeting
    6. Engaging Millennials from the Get-Go
    7. Selling to Millennials
    8. Closing the Deal with a Millennial
    9. Holding Client Events for Millennials

    Millennials and Financial Literacy:

    1. A Failing Grade
    2. Short-Term Thinkers
    3. Optimists
  • Session 5: Winning the Wealth Transfer

    Meeting your Client’s Next Generation: Boomer’s Children

    1. Boomer Children: Advocates and Future Clients
    2. Boomer Children: Sending the Email
    3. Boomer Children: Follow Up
    4. Boomer Children: The Meeting and Possible Rejection

    The Great Wealth Transfer: Boomers to their Kids

    1. The Great Wealth Transfer; Part 1
    2. The Great Wealth Transfer; Part 2

PLUS: An additional 3 months access for a total of 6 months.

AND these additional Videos & Learning Tools:

  • Gaining the Giants’ Trust: Building Rapport with Ultra High Net Worth Clients
    1. The Ultra High Net Worth Individual: An Introduction
    2. Ultra High Net Worth Individuals By Generation
  • Office Environment & Communication Differences
    1. Curb Appeal in the Workplace?
    2. Communication Styles and Regional Differences
  • A Peek into the Future – the iGen (born since 1980)
    1. Understanding iGen
    2. The iGen World in 2025
  • Downloadable & printable transcripts of each video.
  • 6 months enrollment into the Gen-Savvy Financial Advisor online coaching community.
    • Monthly conference calls / webinars to reveal new best practices and key client trends

Deep Dive Package

Cost: $550

You get:

Plus 12 months access to:

  • 50 videos & affiliated learning tools
  • Downloadable & Printable Transcripts
  • Enrollment into Online Coaching Community
  • Enrollment into “Inner Circle” Coaching Community

Deep Dive Package

Everything in Audit Package and Practitioner Package

You Get:

  • Downloadable Generational Preferences Quick Reference Guide

Videos & Learning Tools:

  • Session 1: Introduction – What to expect and how to maximize your time in this course
  • Session 2: Optimizing the Client Base You Already Understand Best

    The Matures:

    1. The Matures: Meet Ozzie and Harriet
    2. Understanding the Mature Generation Woman
    3. Mature Women and Money
    4. Engaging Matures from the Get-Go
    5. Selling to the Mature Generation

    The Baby Boomers:

    1. Boomers: The Original “Me Generation”
    2. Boomers: One Generation, Two Different Animals
    3. Understanding the Boomer Woman
    4. Boomer Women and Money
    5. Engaging Boomers from the Get-Go
    6. Selling to Boomers
    7. Holding Boomer-Focused Client Events?
  • Session 3: Capturing the Emerging Wealth of Gen Xers

    Generation X:

    1. Gen Xers: Skeptics and Cynics
    2. Gen X: Your Online First Impression
    3. Understanding the Gen X Woman
    4. Gen X Women and Money
    5. The Gen X Stalker Client Part One
    6. The Gen X Stalker Client Part Two
    7. Engaging Gen Xers from the Get-Go
    8. Selling to Gen X
    9. Holding Client Events for Gen Xers
  • Session 4: Building Trust Now with Your Clients’ Heirs

    The Millennials:

    1. Millennials: Entitled and Coveted
    2. Millennials: Adultolescents
    3. Understanding the Millennial Woman
    4. Millennial Women and Money
    5. The Millennial Meeting
    6. Engaging Millennials from the Get-Go
    7. Selling to Millennials
    8. Closing the Deal with a Millennial
    9. Holding Client Events for Millennials

    Millennials and Financial Literacy:

    1. A Failing Grade
    2. Short-Term Thinkers
    3. Optimists

     

  • Session 5: Winning the Wealth Transfer

    Meeting your Client’s Next Generation: Boomer’s Children

    1. Boomer Children: Advocates and Future Clients
    2. Boomer Children: Sending the Email
    3. Boomer Children: Follow Up
    4. Boomer Children: The Meeting and Possible Rejection

    The Great Wealth Transfer: Boomers to their Kids

    1. The Great Wealth Transfer; Part 1
    2. The Great Wealth Transfer; Part 2

     

  • Gaining the Giants’ Trust: Building Rapport with Ultra High Net Worth Clients
    1. The Ultra High Net Worth Individual: An Introduction
    2. Ultra High Net Worth Individuals By Generation

 

  • Office Environment & Communication Differences
    1. Curb Appeal in the Workplace?
    2. Communication Styles and Regional Differences
  • A Peek into the Future – the iGen (born since 1980)
    1. Understanding iGen
    2. The iGen World in 2025
  • Downloadable & printable transcripts of each video.

PLUS: A total of one year’s access to all features.

AND: Additional Videos & Learning Tools:

  • Topgrading Your Team: How to Attract and Activate Powerhouse Advisors
    1. Recruiting Millennial Advisors
    2. Recruiting and Managing a Millennial​
    3. Recruiting Gen X Advisors
    4. Recruiting and Managing Gen X Advisors
    5. Recruiting Boomer Advisors
  • Plus signed copies of two of Cam’s most popular books:
  • 12 months enrollment into the Gen-Savvy Financial Advisor® online coaching community.
  • 12 month enrollment into the Gen-Savvy Financial Advisor® Coaching’s “Inner Circle”
    • Live interactions during special webinars and conference calls where Cam engages directly with participants.

Testimonials

Scott Stolz, Senior Vice President,
PCG Investment Products

“The way advisors do business today is going to change dramatically over the next 5 years due to regulatory changes and differences between generations. Cam’s program contains the information you need to shape your practice so that you can continue to be successful in the midst of these significant changes. This is the future.”

Bill Propper, President,
3 Mark Financial, Inc.

“In our business the ability to communicate in a way that makes people receptive to us is mission critical. Cam’s program spelled out exactly how to position ourselves, what presentation style to use, the questions to ask and the way to ask the questions to help us gain the confidence and trust of people who don’t share our mindset, values and way of thinking. It was invaluable.”

John Ziambras, President & CEO
at AimcoR Group, LLC

“I consider Cam to be a pioneer on generational insights. His ability to explain the traits and dynamics between the different generations and how you should approach them as customers, I think is very unique. I found it eye-opening and extremely valuable.”

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