PFS Local Bridging Generations: Mastering Cross-Generational Communication

Synopsis:

In today's diverse financial landscape, the ability to communicate effectively across generations is a crucial skill for financial planners. "Bridging Generations" is an immersive, full-day training session designed to equip financial professionals with the tools and strategies needed to excel in cross-generational communication.

Whether you're an experienced planner looking to connect with younger clients or a new advisor aiming to build trust with retirees, this training provides invaluable insights and practical techniques.

Participants will explore a wide range of communication aspects, including advanced questioning methods, active listening skills, and the application of behavioural science in financial conversations. The course also delves into the nuances of influence and motivation across different age groups, ensuring that planners can effectively engage with clients of all generations.

By the end of this training, attendees will have a comprehensive toolkit for navigating intergenerational communication challenges, enhancing their ability to build strong, lasting relationships with clients across the age spectrum.
Learning Outcomes:

• Identify and understand the unique communication preferences of different generations in financial planning contexts.
• Apply effective questioning and listening techniques to enhance intergenerational client relationships.
• Utilise behavioural science principles to tailor communication strategies for diverse age groups.
• Implement motivational and influential communication methods to engage clients across generations.
• Develop strategies to overcome common barriers in cross-generational financial planning conversations.
• Create personalised action plans to improve intergenerational communication skills in their financial planning practice.

Host or Publisher Personal Finance Society