The Gen-Savvy Financial Advisor® | Micro-Video Series Samples

The Gen-Savvy Financial Advisor® is the financial professional's leading source of information on selling and providing service to the multiple generations of clients in today's financial services marketplace. The sample videos included here are but a few of the fifty videos available on topics ranging from Engaging the Matures from the Get-Go, Gen X Women and Money, Holding Client Events for Millennials.

  1. Engaging Gen Xers from the Get Go