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A Perfect Union: Harmony Among Generations is the Best Approach
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"A Perfect Union: Harmony Among Generations is the Best Approach"
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Learn about the challenges and benefits of Baby Boomers and Millennials working together. Find solutions on how these generations can come together to best serve clients as the industry evolves.

Generational experiences are vast, creating differences in core values and beliefs that directly affect how Baby Boomers and Millennials work together. This is particularly an issue in the financial services industry, where the demographics of investment professionals is older.

How do these generations work together successfully? Download this white paper to learn about the challenges and benefits of working together despite vast differences between generations.

You’ll learn:

  • The vital role both generations play as the industry evolves
  • How generations can come together to best serve clients
  • The challenges of training, communication and management
  • The benefits of mentorship and understanding generational viewpoints


Offered Free by: American Portfolios
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