1. Keep it short and simple.
  2. Stay on message.
  3. Be transparent.
  4. Be authentic; don’t patronize
  5. Know that their peers carry weight.
  6. Focus on short-term goals (their approach to life).
  7. Know they value time more than money.
  8. Give them options.
  9. Provide backup plans.
  10. Hand them the reins.
  11. Be online.
  12. Use their preferred communication methods (e.g., email, texting).
  13. Suggest resources to help them do the research they like .
  14. Don’t be aggressive.
  15. 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.

Read Olivia Mellan’s feature story on connecting with different generations, “Making the Connection.”