Updated Monday, May 20, 2013 as of 2:32 AM 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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