Creating connections

A generational guide for financial advisors

Strategies advisors can leverage to communicate most effectively as the great transfer of wealth occurs.

Understanding the different generations – the events that influence them, their attitudes towards finance and the ways they prefer to communicate and learn – can be a vital part of the advisor's toolkit.

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The Silent Generation

Traditional and loyal, this generation prefers meeting in person and appreciates jargon-free communication.

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Baby Boomers

Optimistic and competitive, this generation appreciates technology for productivity, but leans toward traditional methods of communication.

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Generation X

Independent and entrepreneurial, connect with this generation by ensuring that communication is transparent and relatable.

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Collaborative, socially responsible and the most diverse generation yet, they seek to invest for impact and appreciate the option to communicate virtually.

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Generation Z

Digital natives with financial awareness, this generation considers data privacy a high priority and also values transparency and trustworthiness.

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