A Passion For Leadership
This book by Cam Marston (a speaker and researcher on generational trends with a focus in financial services) examines how to apply some of the research on the three biggest generations (Baby Boomers, Gen X, and Gen Y) in the context of financial advisory firms.
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While many books on generations and demographics just talk about broad differences across the generations, Marston’s book focuses in much greater detail on how the concepts can be applied; for instance, Boomers prefer that you tell the story of where you and your firm came from, and prefer tried-and-true well-established businesses and brands, while X’ers are much less patient with background stories and want you to get to the point and be transparent, and Millennials demand instant communication and the latest technology but often prefer to work in groups (and it may be easier to meet with them if you invite them as a group!).