Dr. Tyler De Haan, Director - Advanced Sales, Sammons Institutional Group i
Jonathan Habberson, VP, Senior Business Consultant, Fidelity Investments
Kristy Smith, GM Wealth Digital Marketing, Broadridge
For the first time in history, our industry spans as many as six generations. Success depends on the ability to communicate effectively across generations—whether engaging clients, collaborating with advisors or leading internal teams. Discover the nuances of multi-generational communication and explore strategies for building stronger relationships among Baby Boomers, Gen X, Millennials, Gen Z, the remaining members of the Silent Generation and the emerging Generation Alpha. Through real-world examples and practical insights, you’ll learn to tailor messaging, adapt leadership and coaching styles and foster a workplace culture that respects diverse values and expectations. Leave with actionable approaches to strengthen trust, alignment and engagement across every generation represented in your firm.
1380 Harbor Island Dr
San Diego, CA 92101
United States