Building Bridges Between Generations

Pitzl, Joe
May 2010
Journal of Financial Planning;May/Jun2010 Practice Management, p28
Academic Journal
The article focuses on how to build a bridge on the generation gap that exists among young and old financial planners. According to the article, it necessary for financial planners to develop and ensure a smooth transition by understanding generational differences. It mentions that in order to meet a meaningful and harmonious transition, financial planners should have more conscious effort to better understand one another regardless of generation. Meanwhile, according to the study conducted by TCB Research Working Group, generation x prefers action learning such as solving real problems. Further, a primary principle regarding mutual understanding from the best-selling author Stephen Covey is also discussed.


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