Generational Financial Confidence Study - Million Dollar Round Table

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Financial Harmony Study

Read the Final Study NEW

MDRT and the Boomer Project collaborated to survey over 1,800 adults of all ages to learn about their current attitudes when it comes to saving, investing and financial planning, in an effort to assist all financial advisors in capitalizing on opportunities by tailoring their approach with clients of all generations.

Take advantage of the Research Report and other resources you'll find here to offer the best client service possible in today's competitive market and target prospects most efficiently in this post-recession age. In it you will learn about the six things advisors need to know and do:

Know	Do
Today's clients are ready to talk about plans and planning	Focus today's client calls on confidence issues
There is a new normal for financial thinking	Understand how behavior isnt matching thinking, yet
The future is with Boomers and Gen X, those clients age 30 to mid-50s	Get to know your younger Boomer and Gen X clients
The most important attribute is trust	Those who rebuild trust fastest will win
Know you serve different roles for different generations	Focus on investments with older clients, making money with younger
Understand how clients today respond to your sales tactics	Focus on honesty, knowledge and straight-forward advice

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