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.

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.”