Engaging clients across the ages

AdvertisementMike 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.

Capital Group’s advisor insights and research are available on their site:

High net worth Gen Xers: “Do-it-yourself” generation

High net worth Millennials: Savvy with high expectations

High net worth Boomers: Settling into retirement

Redefining risk using language that resonates

5 money lessons to teach your clients’ children

You can also visit Capital Group’s dedicated site for RIAs, which includes timely market and practice management insights to help you grow your practice.



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