EPCRI May Meeting: The Gen-Savvy Financial Advisor
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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 who have different economic and cultural experiences are moving into age ranges that make them prime markets for investments, retirement planning, insurance, and other financial services.
The next generation of financial services client has arrived. What do they value in a financial advisor? What are their preferred methods of communications? What sales tools are most effective? Learn what they want in this exciting and impactful presentation.
Cam Marston is the leading expert on the impact of generational change on the workplace and 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.
Marston’s books, articles, columns, and blog describe and analyze the major generations of our time, and how their generational workplace and marketplace preferences affect every aspect of business, including recruiting and retention, management and motivation, and sales and marketing.
In 2018 Marston launched a regional radio show (also available as a podcast) called What’s Working with Cam Marston that focuses on the trends that are shaping today’s workplace and workforce with expert guests offering insights and opinions on the trends.
He holds a Bachelor of Arts from Tulane University and is a native and resident of Mobile, Alabama.