Archive
This Month's Videos
- Effective Communication: The Key to Success
- An Undertow of Unintended Consequences
- Resources for New Agents and Advisors
- Are You Drowning Financially?
- Integrating Philanthropy in an Organization
- Retention and Mentoring in Financial Services
- Effective, Efficient Communication
- Thriving Despite Volatility
- Effect of Regulatory Reform on Consumers and Advisors
- Estate Plans and Income After Death
- Michael Jackson's Will
- Ownership of a Deceased Holder's Estate
- Term Policies in a 1035 Exchange
- Deductible Medical Expenses and Upcoming Increases
- Managing as a Profession
- Objections to the MBA Oath
- Closing the Financial Services Gender Gap
- Upcoming Increases to the FICA Tax
- How Will Increased Taxes Affect Savings?
- Staying Successful With Education
- Regulatory Reform: The Potential Outcome
- Educating the Industry With the FPA
- The Importance of Asset Allocation
- Benefits of a 1035 Exchange
- Financial Services: Back to the Basics
- When is a Will Legally Binding?
- Learning Styles of Students
- Community Outreach with WISER: Getting Involved
- New Research From The American College
- Obligations to Diverse Populations
- Will a Defined Fiduciary Standard Prevent Unethical Behavior?
- Expert Opinions on the Nation's Savings Rate
- Creating an Effective Presentation
- Planning for the Present and Future
- Gary Coleman Estate Issues
- Is Estate Planning a Priority?
- Investing Confidence in Women
- Life Insurance as a Retirement Tool
- The MBA Oath - Holding MBAs to A Higher Standard
- Employer-Provided Life Insurance: Is It Enough
- Is There a "Bad Time" To Enter the Financial Services Industry?
- Running a Successful Endowment Campaign
- Planning Strategies to Reduce Impact of Upcoming Tax Increases
- The Changing Face of Philanthropy
- Benefits for Taxpayers: IRC Section 1035
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The Challenges in Working with Gen X
Wealth Channel™ correspondent Adam Batchelor and Rebecca Schreiber, a Certified Financial Planner® with Solid Ground Financial Planning, continue their discussion on the impact generational differences is having on the financial services industry. In this segment our discussion focuses on the products and services used by Gen X, the challenges presented by financial advice from media pundits, Gen X’s proclivity toward instant gratification and the need to set realistic expectations.
