A couple of quick points from Cam.
We all have a generational lense and the way that we see the world and make decisions is heavily influenced by that. And your filter or viewpoint is biased toward your generation.
When working with Baby Boomers and the “Mature” generations, longevity and history play more into the decision-making process than with Gen-X and Millenials. Gen-X and Millenials viewpoint is (in my words) individualistic and “what’s in it for me”.
Keep in the back of your minds how these differences play into decision making. By modifying your style to align with your prospect or client’s, you can knock down some barriers.
Get more valuable insight from our upcoming speakers. Coming up on October 22, we will hear from Ken Dychtwald from AgeWave about issues and opportunities related to aging.
The ideas and information shared by Fridays with Fisher is for use by financial professionals and is not intended for distribution to the general public.