- Keep it short and simple.
- Stay on message.
- Be transparent.
- Be authentic; don’t patronize
- Know that their peers carry weight.
- Focus on short-term goals (their approach to life).
- Know they value time more than money.
- Give them options.
- Provide backup plans.
- Hand them the reins.
- Be online.
- Use their preferred communication methods (e.g., email, texting).
- Suggest resources to help them do the research they like .
- Don’t be aggressive.
- Do what you say you’ll do, every time.
Adapted from “The Gen-Savvy Financial Advisor: Advising the Generations in the New Age of Uncertainty” by Cam Marston. Used with permission.