[Fredslist] (Promo) 20 Tips for Attracting and Working with Clients of Different Generations

[Phyllis Weiss Haserot]

> Dear colleagues and friends:
> 
> Do you realize that resistance from clients or prospects may be based on generational differences and how you handle them? If you would like to more profitably navigate intergenerational challenges in your practice, join me on October 17th as I present an educational program (CE credit expected) for the Financial Planning Association-New York (FPANY) on 5 things to know about each generation that will change how you interact, communicate, and solidify client relationships. Learn to understand and deal with your and your clients’ generationally influenced attitudes, behaviors, motivations and desires and the serious implications for successful financial planning and your revenue.
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> It will be interactive, insightful and address your concerns.
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> Click here for more details and to register at the FPANY site.
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> Looking forward to seeing you on Wednesday, October 17th at 8:30am. Please forward this notice to anyone you think would be interested.
> 
> My best,
> 
> Phyllis
> 
> Phyllis Weiss Haserot, “the cross-generational voice” advises financial advisors on intergenerational relations at work. In addition to her generational diversity expertise, Phyllis brings 25 years of experience as a marketing/business development consultant and coach for professional firms, including financial services. She brings an unusual combination of marketing, conflict resolution and generational diversity expertise to help solve sensitive issues and boost revenues.
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> Phyllis has written about and delivered talks and webcasts on Working and Communicating with Clients of a Different Generation and on Benefiting from Multi-Generational Business Development Teams. More broadly she has done scores of talks, seminars, Interviews and has written hundreds of articles on inter-generational challenges and solutions. She is working on a book for the financial services industry titled Talk About the Last Taboo: Generations & Money
> 
>> 
>> Phyllis Weiss Haserot
>> Practice Development Counsel
>> Consulting/Coach to the Next Generation
>> Author of "The Rainmaking Machine: Marketing Planning, Strategy and Management for Law Firms" and "The Marketer's Handbook of Tips & Checklists"
>>  
>> * Next Generation, Next Destination*
>> * Cross-Generational Conversation*
>>  
>> Voice:: 212-593-1549
>> pwhaserot at pdcounsel.com  
>> please visit: www.pdcounsel.com  
>> and blog http://www.nextgeneration-nextdestination.com
>> Linkedin: http://www.linkedin.com/in/pwhaserot
>> http://www.linkedin.com/companies/practice-development-counsel
> 
>   Twitter: Follow me @phylliswhaserot
> Generational GPS YouTube channel
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