Webinar Replay

Advising Across Generations: What Boomers to Gen Z Need From You

Enter Your Email for Instant Access to
The Webinar Replay:

WATCH NOW

WHAT YOU'LL LEARN:

One size doesn’t fit all. Learn how to tailor your approach for every generation—past, present, and future.

 Advisors today work with clients whose expectations and decision-making are shaped by the era they came of age in. What earns trust, inspires action, or signals value can vary dramatically from one generation to the next.  

This session breaks down the mindset, motivations, and communication styles of four key generations of business owners: Boomers, Gen X, Millennials, and Gen Z. You'll walk away with clear strategies for engaging each—and navigating conversations when generational priorities collide.

This webinar explains:

How Boomers, Gen X, Millennials, and Gen Z define success—and what motivates each.
Practical ways to adjust your communication style to resonate with each generation.
How to guide clients through multi-generational transitions when priorities don’t align.
Questions that open up meaningful dialogue and drive planning forward.


If you’re a professional who works closely with clients – whether you’re a financial planner, CPA, attorney, wealth manager, or business advisor – this webinar is for you.

 Understanding how each generation thinks is no longer optional—it’s essential. This webinar will help you meet your clients where they are, build stronger relationships, and lead more effective planning conversations across the generational divide.

Chrissy Warmka
marketing Manager, ISPA

Chrissy Warmka is the Marketing Manager for The Rawls Group and ISPA, where she develops engaging content and strategic initiatives to drive audience engagement. With a passion for creativity and innovation, Chrissy continuously explores new ways to enhance communication and brand impact.

CO-HOSTS

JOE GIRARD
SALES PERFORMANCE COACH, CHANGE GROW ACHIEVE

Joe Girard is a sales performance coach and consultant from Victoria, British Columbia Canada. His mission is to rid the world of "salesy weirdos" and help people sell like humans. Joe has worked in sales for 25 years, from being a sales rep to manager and trainer to now helping coach and train companies around the world. He believes that it's not what he puts into people, but rather what he can pull out of them to find their unique opportunities. His understanding of the sales mentality coupled with complex strategic thinking allows Joe to find creative ways to solve challenges and make them fun.

"The most important item I gained by obtaining training in succession planning was an understanding of the legion of drivers that impact a successful succession plan. It gave me the ability to understand my clients’ motives better (which in many instances are not fully articulated)." 

Leon M Rogers, CPA/ABV/CFF, CFE, CVA, CSP 
Managing Member, Tetrick and Bartlett

"I was always trying to find better ways to speak with business owners about succession planning. This training helped me transition from selling to asking better questions. This also enhanced my listening skills and I pivoted to teaching/consulting to their issues. I was better able to help privately held businesses move through the process of Succession, Exit and Transition."

Michael C. Valdez, AIF, CLU 
Founder & President- Business Transition Council