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Financial Planning November 1, 2012 Dave Grant	It's Time to Fix Your Website for Financial Advisors If your firm's home page looks like it s stuck in the 1990s, you re likely driving away prospects and employees. Here are 7 rules for making an upgrade.
Financial Planning April 1, 2013 Dave Grant	Recruiting & Hiring Gen Y Advisors Younger planners have their own priorities. If you re investing in their professional development, consider these ideas to ensure they will stick around.
Investment Advisor August 2010 Savita Iyer-Ahrestani	Retirement Planning: Serving Gen Y Now Advice for advisors on branding, service, and capturing Gen Y -- and its assets -- now.
The Motley Fool December 11, 2009 Selena Maranjian	Don't Make This Tragic Error A recent Fidelity Investments study of Americans aged 22 to 33 -- the "Gen Y" cohort -- revealed some alarming truths about young workers' financial health.
Registered Rep. August 29, 2012 Jerry Gleeson	Banking on Advice Banks need to worry about their younger affluent clientele. Research by Aite Group shows that the Gen X and Y crowd (ages 21 through 46) are more willing to move assets when dissatisfied.
Registered Rep. June 1, 2012 Gleeson & Britton	Youth Exodus Gen X and Y move assets more often than their parents.
BusinessWeek August 14, 2008 Karen Auby	A Boomer's Guide to Communicating with Gen X and Gen Y There are plenty of differences between Gen X and Gen Y, and it often falls on boomers to help both groups navigate the workplace. So here's a guide for dealing with younger members of the team.
Registered Rep. November 16, 2011 Diana Britton	How Much Cash Are Your Clients Really Holding? The Sum May Surprise You Investors say they're holding 27 percent of their investable assets in cash, according to an MFS Investment Management survey of 929 investors.
Financial Advisor December 2007 Roy Diliberto	Creating A Memorable Experience How many financial advisors believe that all they need to do to retain and attract clients is to provide good advice?
Bank Technology News July 2008 Anthony Malakian	Generation N(Y)xt Although Generation Y has been called the "DotNet Generation" members appear more suspicious of Internet banking than Gen Xers.
Financial Advisor August 2004 David L. Lawrence	Making Practice Efficiency Happen Adopting an office environment that stresses the importance of the client-centered experience is a key to improving your office efficiency and the effectiveness of your financial practice.
On Wall Street September 1, 2010 Bill Willis	Talking 'Bout The Generations As the traditionalists face the sunset and boomers embrace retirement, it seems essential that brokerage firms and their advisors turn their focus to Generations X and Y.
Financial Planning February 1, 2013 Dave Grant	Start a Mentoring Program To help your youngest team members develop, set them up with mentors. Then consider finding one for yourself.
Financial Planning September 1, 2012 William Ainson	13 Steps to Avoid Fumbling Your First Meeting With A Prospect Whether you are relatively new to the planning business or have been in the profession for decades, odds are you have lost potential clients as a result of mistakes made at a first meeting.
Financial Planning December 1, 2008 Scott Schutte	Setting Yourself Apart The wave of retiring baby boomers in the coming years will pave the way for advisors who wish to move away from traditional investment management and focus on specialized financial planning and wealth management services.
Registered Rep. December 25, 2012 Lauren Barack	Playing The Digital Dating Game A client's onboarding experience can affect how wiling they are to make referrals, and the faster a rep can sign one client, the quicker they can find more. New digital onboarding tools can help.
Financial Advisor October 2012 Jeff Schlegel	The Great Divide? An expectation gap between older and younger advisors might be hamstringing the profession's growth.
Registered Rep. July 5, 2012 Anne Field	Central Casting for Prospects Clients tend to fall into classic types. Here's how to identify and woo a few common ones.
Investment Advisor September 2008 Kara P. Stapleton	Preparing for Gen Y A recent study found that members of Generation Y, those currently between the ages of 21 and 31, are more likely to say they will need to use their own financial resources for retirement. How can advisors prepare to help this group?
Bank Technology News April 2008 Anthony Malakian	Young Folks Ask Banks: Where's the Love? The youngest customers are the least loyal and the most willing to switch to new financial institutions. What can banks do to change this?
BusinessWeek August 14, 2008	Generation Gaps: What's Eating Gen X Readers provides examples about being sandwiched between boomers and yers in the workplace.
Entrepreneur February 2005 Barry Farber	Right on Target Hit the mark with prospective customers by learning how to find their hot buttons. Here are four "hot button" tips.
Bank Systems & Technology August 4, 2009 Maria Bruno-Britz	Online Banking's Next Growth Spurt: Gen Y There are still opportunities for banks on the Internet channel as younger generations move online and people become confident in online data security.
Job Journal January 31, 2010 Penelope Trunk	Brazen Careerist: A New Age of Leadership A new dynamic for the next generation of leaders in the workforce.
Registered Rep. March 8, 2012 Boswell & Nichols	The 3-Step Process for Closing New Prospects Many advisors put a great deal of thought into how they'll find affluent prospects, but less on how they'll convert these prospects in to clients.
Bank Director 1st Quarter 2009 Chris Costanzo	The Next Generation of Banking: Is Your Institution Ready for Them? The Y generation takes a whole new approach to financial services. Here's what you need to know about them.
BusinessWeek August 14, 2008 Liz Ryan	Managing Generation Y Instead of sneering at our youngest workers, let's keep an appreciative eye on them.
Food Processing August 2007 Barbara Katz	Focus On: Generation Y In response to stress and packed lives, Gen Y has two key emerging areas of nutritional interest: energy and immunity.
Financial Planning January 1, 2006 Michael B. Horwitz	Tell Them More Potential financial planning clients are asking questions, but are they the right ones? If prospects wanted to go beyond the standard questions and our stock replies, what would they ask to get a real inside look at our businesses? Here are some possible questions.
Financial Advisor November 2012	Majority Of Gens X And Y Expect To Retire Before 65 Among people more than 10 years away from retirement a majority of both Gen Xers and Gen Yers expect to retire before age 65, while only a minority of young baby boomers believe they'll be able to call it a day before 65.
Financial Advisor May 2011 Frederick & Simonoff	Perceived Danger After watching two market meltdowns, Generation X and Y are confused and see themselves as savers, not investors.
AFP eWire September 16, 2013	Surprises abound in 2013 Next Generation of Canadian Giving Study The 2013 Next Generation of Canadian Giving Study reveals the charitable giving and communication preferences of four generations of Canadian donors: Gen Y, Gen X, Baby Boomers and Civics.
Insurance & Technology April 1, 2008 Michael George	The Talent Pipeline for Insurers Is Diminishing To attract top talent from the diminishing supply of qualified applicants, insurance companies must appeal to the values that are important to Gen Y.
Job Journal May 10, 2009 Penelope Trunk	Brazen Careerist: When Generation y Takes Over Workplace and management changes likely from Generation Y.
Financial Planning May 1, 2011 Karen C. Altfest	Presumed Guilty Even if we think we've been successful for a long time, we never can stop presenting our credentials and accomplishments, and demonstrating our stability to those who are new. As you sit in prison, Bernie Madoff, thanks for the reminder.
CRM November 1, 2006 David Myron	The Growing Consumer Disloyalty There isn't much difference across generations when it comes to consumer loyalty.
Bank Technology News April 2010 Michael Sisk	Dexia Gives Kids Their Own Bank Brussels-based Dexia Bank created a whole separate bank, Axion, exclusively to serve customers aged 12-24.
Financial Planning May 1, 2012 Mason Braswell	Young Bucks As more of the baby boomer generation heads toward retirement, their Generation Y kids are emerging as a client base to take seriously.
The Motley Fool October 11, 2010 Esterhuizen & Sellitti	8 Companies Raising Receivables Flags Ahead of Earnings It's worth digging deeper to find out the cause of such rapid AR growth.
BusinessWeek August 14, 2008	Generations and the Workforce Gen Y has joined the workforce and demand a fast-paced environment where creativity and independent thinking are encouraged.
CRM February 2012 Judith Aquino	Gen Y: The Next Generation of Spenders They're young, educated, and tech-savvy. Here's how to get them to pay attention to you
Bank Systems & Technology February 23, 2010 Penny Crosman	How Banks Can Meet the Needs of Generation Y A survey of 1,055 consumers finds banks have a lot of opportunity to reach the 18-to-30-year-old customer segment if they start catering to this group with SMS alerts, online financial advice and videoconferencing.
Financial Planning October 1, 2011 Katie Kuehner-Hebert	Winning Over Gen Y The Generation Y crowd in their late twenties and early thirties may not have much cash to spare on services or big nest eggs to invest. Still, some planners are proving that it's possible to attract clients at the beginning of their careers.
Bank Systems & Technology September 17, 2007 Nancy Feig	Age Matters When it Comes to Channel Preference Though generational differences greatly influence consumers' banking behavior and young consumers have a clear preference for online banking, traditional channels still are important for servicing all generations, two recent surveys suggest.
CRM November 2006 Jessica Sebor	Y Me Members of Generation Y were the first to mature in a media-saturated, tech-savvy world -- here's how to blow past the buzz and get the brand into their brains.
Entrepreneur September 2006 Catherine Seda	Forms of Fear Your web forms could be scaring away potential customers.
Investment Advisor June 2007 Angela Herbers	Bidding War Here's how financial advisory practices can attract and retain high-quality professional talent, when they can't afford to pay the high competitive compensation of the big firms. The secret is that one needn't offer the biggest paycheck, just the best job.
BusinessWeek October 8, 2007 Jack & Suzy Welch	Generation Y's Bad Rap Generation Y has a reputation of being greedy and swaggering. In reality, they are driven, thoughtful, and candid.
Financial Planning December 1, 2010 Donald Jay Korn	Youth Movement Some planners are taking steps to maintain their client and asset bases. They are building a stream of clients who are in their mid-thirties to their mid- forties now. These individuals may be about to hit their peak earning years, and they will be high-net-worth individuals in the future.
Job Journal January 27, 2008 Penelope Trunk	Brazen Careerist: Gen Y Transforming Workplace Generation Y is bringing profound change to business as usual.