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Librería: World of Books (was SecondSale), Montgomery, IL, Estados Unidos de America
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Librería: Meadowland Media, Fayetteville, AR, Estados Unidos de America
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Librería: California Books, Miami, FL, Estados Unidos de America
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Añadir al carritoPaperback. Condición: new. Paperback. The Gen-Savvy Financial Professional is a practical field guide for advisors who want to build durable, multi-generational client relationships in a marketplace reshaped by economic shocks, cultural shifts, and the largest wealth transfer in history. Baby Boomers, Generation X, Millennials, and Generation Z each bring distinct experiences, anxieties, and expectations into financial conversations, and treating them the same is a costly mistake. This updated edition shows you how to recognize generational signals, adapt your communication style, and meet clients where they are, emotionally, culturally, and financially. You'll learn why trust forms differently across age groups, how life stage shapes financial behavior, and what it takes to earn relevance with heirs before assets transfer.Grounded in research, real-world case studies, and decades of consulting experience, this book delivers clear frameworks and actionable guidance, not theory, for advisors who want to stay indispensable as clients age, retire, and pass wealth forward.If the next generation of your clients matters, this book is no longer optional. This item is printed on demand. Shipping may be from multiple locations in the US or from the UK, depending on stock availability.
Librería: PBShop.store US, Wood Dale, IL, Estados Unidos de America
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Añadir al carritoPaperback. Condición: new. Paperback. The Gen-Savvy Financial Professional is a practical field guide for advisors who want to build durable, multi-generational client relationships in a marketplace reshaped by economic shocks, cultural shifts, and the largest wealth transfer in history. Baby Boomers, Generation X, Millennials, and Generation Z each bring distinct experiences, anxieties, and expectations into financial conversations, and treating them the same is a costly mistake. This updated edition shows you how to recognize generational signals, adapt your communication style, and meet clients where they are, emotionally, culturally, and financially. You'll learn why trust forms differently across age groups, how life stage shapes financial behavior, and what it takes to earn relevance with heirs before assets transfer.Grounded in research, real-world case studies, and decades of consulting experience, this book delivers clear frameworks and actionable guidance, not theory, for advisors who want to stay indispensable as clients age, retire, and pass wealth forward.If the next generation of your clients matters, this book is no longer optional. This item is printed on demand. Shipping may be from our Sydney, NSW warehouse or from our UK or US warehouse, depending on stock availability.
Librería: CitiRetail, Stevenage, Reino Unido
EUR 25,09
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Añadir al carritoPaperback. Condición: new. Paperback. The Gen-Savvy Financial Professional is a practical field guide for advisors who want to build durable, multi-generational client relationships in a marketplace reshaped by economic shocks, cultural shifts, and the largest wealth transfer in history. Baby Boomers, Generation X, Millennials, and Generation Z each bring distinct experiences, anxieties, and expectations into financial conversations, and treating them the same is a costly mistake. This updated edition shows you how to recognize generational signals, adapt your communication style, and meet clients where they are, emotionally, culturally, and financially. You'll learn why trust forms differently across age groups, how life stage shapes financial behavior, and what it takes to earn relevance with heirs before assets transfer.Grounded in research, real-world case studies, and decades of consulting experience, this book delivers clear frameworks and actionable guidance, not theory, for advisors who want to stay indispensable as clients age, retire, and pass wealth forward.If the next generation of your clients matters, this book is no longer optional. This item is printed on demand. Shipping may be from our UK warehouse or from our Australian or US warehouses, depending on stock availability.
Librería: AHA-BUCH GmbH, Einbeck, Alemania
EUR 26,95
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Añadir al carritoTaschenbuch. Condición: Neu. nach der Bestellung gedruckt Neuware - Printed after ordering - The Gen-Savvy Financial Professional is a practical field guide for advisors who want to build durable, multi-generational client relationships in a marketplace reshaped by economic shocks, cultural shifts, and the largest wealth transfer in history. Baby Boomers, Generation X, Millennials, and Generation Z each bring distinct experiences, anxieties, and expectations into financial conversations, and treating them the same is a costly mistake.This updated edition shows you how to recognize generational signals, adapt your communication style, and meet clients where they are, emotionally, culturally, and financially. You'll learn why trust forms differently across age groups, how life stage shapes financial behavior, and what it takes to earn relevance with heirs before assets transfer.Grounded in research, real-world case studies, and decades of consulting experience, this book delivers clear frameworks and actionable guidance, not theory, for advisors who want to stay indispensable as clients age, retire, and pass wealth forward.If the next generation of your clients matters, this book is no longer optional.
Librería: preigu, Osnabrück, Alemania
EUR 23,05
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Añadir al carritoTaschenbuch. Condición: Neu. The Gen-Savvy Financial Professional | Advising the Generations in the New Age of Uncertainty | Cam Marston | Taschenbuch | Englisch | 2026 | Cam Marston | EAN 9798986006741 | Verantwortliche Person für die EU: Libri GmbH, Europaallee 1, 36244 Bad Hersfeld, gpsr[at]libri[dot]de | Anbieter: preigu Print on Demand.