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What Makes Gen X Different? The Answer Could Change Your Business

Session Speakers
Session Description

Why attend:
Learn how to break through barriers and connect with the fiercely independent Generation X, with specific strategies tailored to their needs.

Session details:
The personal finance industry sees Generation X, or Gen X, as the hardest generation to connect with, partly because they do not tend to seek investment and planning advice like baby boomers or millennials. The Census Bureau predicts that by 2028 Gen Xers will outnumber boomers, creating a major opportunity. Research shows many Gen Xers would use advisors who successfully blend human contact and technology. Explore:

  • The key demographic differences of this generation, including married with children, child-free couples, and independent women
  • Strategies tailored to specific demographics of Generation X
  • Techniques to manage nuances and empathy and build client relationships

Additional Information
Extended Education Session
1h 30m
Session Schedule