Gen X

As baby boomers age, they will pass their assets to their heirs. CFIs want to inherit those professional relationships. We discuss best practices for nurturing relationships with the next generation.

With five very different generations of employees in the workforce together, leadership might struggle to appeal to all groups. We provide tips for CFI leadership on how best to manage a multi-generational team.

There is more to generational differences than birth years. Being aware of the shared preferences among specific demographic groups can help CFIs’ efforts to tailor product offerings and marketing efforts to these individuals more effectively.