Embracing generational diversity

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Working through generational differences can be challenging, but it's important when building a strong team and understanding your client base. Learn about each generation's strengths and how embracing generational diversity can help grow your business.

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Key Takeaways (PDF) | Q&A (PDF)

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Watch the full video series to learn the most valuable aspects of each generation and why they're important to financial advisors. Then use the discussion guides with your team and clients.

VIDEO LIBRARY

Meet the millennials

born 1982-2002

Called the most embraced generation of our time, millennials are engaged, collaborative and positive about the future.

Key Takeaways

(4:30)

Meet Generation X

born 1965-1981

Labeled the latchkey kids, Gen Xers are the product of an economic downturn and prove to be self-sufficient and hard working, but also private.

Key Takeaways

(4:52)

Meet the baby boomers

born 1944-1964

Born in large numbers in a time of abundance, boomers are optimistic, enjoy taking charge and work well with others.

Key Takeaways

(4:40)