Client Communication: How to Bridge Generation Gaps

If you're planning someone's financial future, it sure helps to know what makes them tick. Navigating the generation gap can be tricky whether you're speaking to a younger client — or prospect — or chatting with someone your parent's age. "It's all about multi-generational communication," says Lori Dorsey, senior vice president for Ivy Funds, which recently launched GenLink, a continuing education course designed to help advisors understand the characteristics of various age groups.

Please click on the arrows above for a handy cheat sheet on generational traits and communication strategies, produced by Ivy Funds in collaboration with BridgeWorks.- Charles Paikert