Saturday, March 14, 2015

Why families do generational planning

America's life expectancy is ever evolving towards new frontiers in longevity. Family planning is now incorporating four generations. The are four consumer generations are the mature who came from emerging affluence to affluence. The baby boomers were the generation of the team, not the individual. Generation X and Millennials are about the "army of one," i.e. the individual.

The defining differences in each generation create an customized environment that are flush with cultural significance and taboos. Learning the idiosyncrasies of each generation can help you communicate your message and identify the characteristics of your clientele.

Syndicated financial columnist and talk show host Steve Savant interviews registered investment advisers and certified financial planners Rob O'Dell and Heather Coulter. For almost 20 years they have been managing money and using their unique mind mapping software that analyzes, stores and retrieves client data and photos.

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About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

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