The Gen-Savvy Financial Advisor: Advising the Generations in the New Age of Uncertainty

Idioma: inglés

Editorial: Generational Insights, 2016

0998262706 / 9780998262703

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Librería: World of Books (was SecondSale), Montgomery, IL, Estados Unidos de AmericaWorld of Books (was SecondSale)

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Descripción del artículo del vendedor

There have been big changes in consumers' buying habits, and financial services are no exception, says Cam Marston, a world-renowned expert on generational issues in the marketplace. Understanding clients' age-based points of view is an indispensable soft skill that you can use to establish connections and make sales. New attitudes about investing break down along generational lines and this book is the definitive guide to tailoring financial services and building relationships with clients based on these new generation-specific expectations and experiences. Whole chapters are devoted to each of the four generations - Matures, Baby Boomers, Generation Xers, and Millennials - and their unique approaches to finance and investing. Marston offers detailed guidelines and an arsenal of proven techniques to help the advisor best serve investors of all ages. Through this book, Marston conveys the changing demographics and shifting experiences that are giving many financial advisors anxiety they haven't felt since the Great Recession. But he also shares a path forward.…

N° de ref. del artículo 00100758552

Título
The Gen-Savvy Financial Advisor: Advising the Generations in the New Age of Uncertainty
Autor
Cam Marston
Editorial
Generational Insights
Año de publicación
2016
Estado
Good
Encuadernación
Paperback
Idioma
inglés
ISBN 10
0998262706
ISBN 13
9780998262703

World of Books (was SecondSale)

Montgomery, IL, Estados Unidos de America

Vendedor de 5 estrellas

Vendedor de AbeBooks desde el 20 de diciembre de 2007

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ArtículoDe 4 a 12 días hábilesDe 3 a 6 días hábiles
Primer artículoEUR 0,00EUR 9,67
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Founded in 2002, World of Books is a leading online destination for buying and selling both preloved and new books, committed to making sustainable reading accessible to all. With a mission to help people read more and waste less, World of Books offers a huge range of affordable, high-quality books — giving both new and preloved titles a second life. The company also operates World of Books – Sell Your Books, an easy-to-use platform that allows customers to trade in unwanted books for cash, helping to keep books in circulation while promoting sustainability. As a Certified B Corp, World of Books is driven by a vision to become the world’s largest and most sustainable dedicated online bookstore. The company measures its success through the positive environmental impact it creates, the value it provides to customers, and its ability to operate profitably while supporting its sustainable mission …

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SBYB, Inc.

900 Knell Rd
Montgomery, IL Estados Unidos de America 60538