Mike Van Wyk, vice president of Customer Research & Insights at Capital Group, sat down with Julie Cooling, founder & CEO of RIA Channel, to discuss generational differences within the context of the advisor marketplace. More than ever, advisors are developing customized approaches to working with their clients, identifying client expectations and navigating unique client needs. Van Wyk’s research into investment behaviors and attitudes across generations is being used by advisors to assist them in their approach with clients as well as their efforts toward better prospecting. Van Wyk describes generational differences and potentially identifiable and impactful influences on client decision making.
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