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.
WHAT YOU'LL LEARN:
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.
CO-HOSTS
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.
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.
HOW DO YOU BECOME THE
TRUSTED ADVISOR?
It's not enough just to understand your client's business and help them solve the problems they bring to you. You must dive deep into the challenges they don't see and provide insights on opportunities.
Dive into the world of strategic goal setting and smart planning, where the insights and techniques you pick up empower you to navigate your clients through the intricacies of business planning confidently and precisely.
This newfound mastery in tackling common challenges and prioritizing tasks not only boosts your advisory prowess but also cements your status as a reliable beacon of guidance and insight in the business realm.
