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Connecting Across The Ages


Forty-one trillion dollars is set to pass from Baby Boomer parents to their Millennial children. And while the children of your Baby Boomer clients will almost universally choose to keep the money, they might not keep you as their advisor. If you assume you can work with them the same way you did their parents, don’t. Each generation has a different take on what makes a good advisor.

In this guide, created jointly by Cetera Financial Group and BridgeWorks, you’ll learn:

  • What each generation is looking for in an advisor
  • How they prefer to work with their advisor
  • Tips to create more successful connections within and across generations