Updated Tuesday, September 23, 2014 as of 8:24 PM ET

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Generation Gaps: Meeting Clients on Their Terms

Samantha Allen

Each generation has distinct characteristics that inform the way its members like to communicate and connect with other people. Naturally, most people approach others the way they’d like to be treated, but that doesn’t cut it for advisors working with clients from a different generation, said Cam Marston, a generational characteristics expert and consultant with his firm, Generational Insight.

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