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On Wall Street December 1, 2012 Denise Federer	Communicating with Various Generations With four different generations in the workplace, communication is an essential skill for working with high-net-worth families.
Commercial Investment Real Estate Sep/Oct 2006 Carolyn Bilsky	Hired Learning With large numbers of generation X and Y members entering the workforce and baby boomers remaining in the workplace well into their sixties, internships and mentorships are good stepping stones in the current job climate. Commercial real estate especially is suited to such situations.
Job Journal August 27, 2006 Michael Kinsman	How Different Generations Work Together A study on generational differences shows that even though generations generally get along in the workplace, there is a lot of room for improvement. Virginia Byrd, who has worked with six generations, agrees.
Commercial Investment Real Estate Jul/Aug 2015 Sara Drummond	The Millennial Way Give them a break, boomers, and take a few cues from the younger generation.
Registered Rep. November 14, 2011 Susan Konig	NOT My Generation: How to Manage Multiple Generations of FAs A 2010 survey by Lee Hecht Harrison, a Woodcliff, N.J., career management firm, found that over 60 percent of employers surveyed said they were experiencing substantial tension between employees of different age groups.
BusinessWeek August 14, 2008	Generations and the Workforce Gen Y has joined the workforce and demand a fast-paced environment where creativity and independent thinking are encouraged.
Job Journal July 10, 2005 Michael Kinsman	Career Pros: Young and Old Find Common Ground A new study finds that different generations work well together.
On Wall Street September 1, 2010 Bill Willis	Talking 'Bout The Generations As the traditionalists face the sunset and boomers embrace retirement, it seems essential that brokerage firms and their advisors turn their focus to Generations X and Y.
CFO June 15, 2012 Russ Banham	When the Boomers Go The coming retirement of the baby boomers could leave businesses short of critical knowledge and skills. Make sure that doesn't happen to your company.
On Wall Street March 1, 2012 Michelle Lodge	Five Questions With Phyllis Weiss Haserot What should financial advisors note when working with clients of different generations? Advisors may have to adjust their choice of communication to suit the client, says the author of the new book Generations & Money: Talk About the Last Taboo.
Financial Planning June 1, 2013 Bob Veres	Boomers vs. Gen X & Y: Mind the Gap Friction between the generations has been around forever. But does it actually matter in the workplace?
BusinessWeek August 14, 2008 Karen Auby	A Boomer's Guide to Communicating with Gen X and Gen Y There are plenty of differences between Gen X and Gen Y, and it often falls on boomers to help both groups navigate the workplace. So here's a guide for dealing with younger members of the team.
Investment Advisor June 2006	Retirement Planning: Behind the Numbers What do consumers want when it comes to financial advice? It turns out the generations like getting their financial advice in different ways.
Financial Advisor October 2012 Jeff Schlegel	The Great Divide? An expectation gap between older and younger advisors might be hamstringing the profession's growth.
Registered Rep. November 16, 2011 Diana Britton	How Much Cash Are Your Clients Really Holding? The Sum May Surprise You Investors say they're holding 27 percent of their investable assets in cash, according to an MFS Investment Management survey of 929 investors.
Registered Rep. May 20, 2011 Diana Britton	NAPFA Highlights Opportunity for Younger Advisors Younger advisors are going to play a more integral role in the industry going forward, as $18 trillion in assets is set to move from the Baby Boomer generation to Generations X and Y.
Job Journal July 4, 2010 Peggy Klaus	Communication Trends to Avoid Younger generations are constantly redefining what's `cool,' while some of their elders try to mimic the newest trends in a desperate attempt to remain youthful and hip.
AFP eWire September 12, 2005	Boomers Lead Generation Giving, But Younger Groups Showing Potential A new study reports that the baby boomer generation now gives more to charities than any other generation, while younger donors are showing a stronger than expected proclivity to support nonprofit organizations.
Bank Systems & Technology July 1, 2009 Maria Bruno-Britz	Generational Differences, Budgets Challenge Banks' Leadership Growth Initiatives Training staffers to become future leaders of organizations takes on a new dimension as banks seek to adapt to generational needs and strict budgets.
Financial Planning April 1, 2013 Deena Katz	Passing the Baton to Next-Gen Advisors When it comes to handing off your firm, make sure you communicate clearly with your next-gen advisors.
Commercial Investment Real Estate Jan/Feb 2008 Paige Palmer	Personnel Assets To recruit and retain talented professionals, commercial real estate companies must recognize that employees are one of their most valuable assets.
Commercial Investment Real Estate Mar/Apr 2013 Rich Rosfelder	Choices of a New Generation Recently designated Certified Commercial Investment Members share career-building tips.
Financial Advisor September 2012 Ben Mattlin	Bridging The Gap Turning a difference in age from an obstacle into an asset. To be sure, age shouldn't matter. But whether the client is older or younger, doubts can creep in.
Foundation News & Commentary Jan/Feb 2006 Sharna Goldseker	Beyond Duty and Obligation The more a family can see that "involving the kids" does not merely mean adding children to an existing foundation system but shifting the paradigm to become multigenerational philanthropy, the better prepared they will be for the next phase of their foundation's evolution.
Financial Advisor May 2011 Frederick & Simonoff	Perceived Danger After watching two market meltdowns, Generation X and Y are confused and see themselves as savers, not investors.
Financial Planning September 1, 2008 Brian T. Jones	The Match Game Gaining new, younger clients is vital to ensuring that a practice will succeed in the long term. The easiest way to do so is to tap your existing client base. As older clients pass away, their assets transfer to their children. Getting in front of them now is crucial.
Commercial Investment Real Estate Jul/Aug 2012 Sara Drummond	Climate Change Adjust your business strategies to succeed in the shifting economic market conditions.
Commercial Investment Real Estate Nov/Dec 2015	CCIM's Future Role "It's a perfect time for CCIM Institute to train and be a catalyst for the best young commercial real estate talent," says Christopher Lee, CEO of CEL & Associates, which provides consulting services to the real estate industry.
AFP eWire May 19, 2008	Millennials Are No Less Generous than Other Generations Young donors in the Millennial generation (born after 1981) are less likely to give and tend to give in smaller amounts than other generations.
CRM February 2012	What's Age Got to Do With It? The Great Recession has taken its toll on Generation Y, Generation X, and Baby Boomers in different ways.
Job Journal May 10, 2009 Penelope Trunk	Brazen Careerist: When Generation y Takes Over Workplace and management changes likely from Generation Y.
Investment Advisor September 2008 Kara P. Stapleton	Preparing for Gen Y A recent study found that members of Generation Y, those currently between the ages of 21 and 31, are more likely to say they will need to use their own financial resources for retirement. How can advisors prepare to help this group?
Commercial Investment Real Estate Jan/Feb 2013 Beth Mattson-Teig	Will Recovery Spark New Hiring? CCIMs reach for better career opportunities. Commercial real estate professionals have done their best to ride out the economic storm and the deep real estate recession.
Commercial Investment Real Estate Sep/Oct 2005 Carolyn Bilsky	Learning From the Pros Personal coaches and mentors can help Certified Commercial Investment Members (CCIMs) perfect their game.
Registered Rep. February 5, 2013 Megan Leonhardt	Gen Y Advisors Unhappy with Independence At a time when the financial services industry is busy courting young advisors, a new study by Pershing shows that Generation Y wealth managers may be slightly more attracted to wirehouses than the independent space.
Commercial Investment Real Estate Jul/Aug 2010 Jennifer Norbut	2010 Rising Stars The investment in their CCIM education is paying off for these young real estate professionals.
Job Journal January 31, 2010 Penelope Trunk	Brazen Careerist: A New Age of Leadership A new dynamic for the next generation of leaders in the workforce.
Financial Advisor April 2005 Deena Katz	Boomers-Retire, Restructure Or Reinvent? This huge group will change priorities and approaches on retirement. What will the role of financial advisors be in this new environment?
Commercial Investment Real Estate Sep/Oct 2015 Sara S. Patterson	Fire Up Your Business A hot client list requires more than just cold calling.
CIO May 3, 2009 Stephanie Overby	Growing Gen-Y Leaders Why you need to give your millennials real leadership responsibilities.
CRM November 2006 Colin Beasty	Wild & Crazy Companies see green in this graying generation's attitudes and outlook on life.
Bank Systems & Technology September 17, 2007 Nancy Feig	Age Matters When it Comes to Channel Preference Though generational differences greatly influence consumers' banking behavior and young consumers have a clear preference for online banking, traditional channels still are important for servicing all generations, two recent surveys suggest.
Investment Advisor January 2007 Angela Herbers	A Word of Advice To establish trust and loyalty in your professional employees, here are three simple steps that will change the way your employees perceive your business, which in turn will dramatically reduce employee turnover.
Commercial Investment Real Estate Sep/Oct 2014 Jennifer Norbut	Chapter Collaboration Being successful isn't just about closing the most transactions or landing the biggest deals. Success is also measured by the contributions industry professionals make to the commercial real estate industry.
Commercial Investment Real Estate Sep/Oct 2010	CCIM Connections Continued What CCIM course changed the way you do business? Participants give feedback on CCIM courses.
Job Journal February 15, 2009 Lindsey Novak	Career Pros: Generational Differences Challenge co-Workers Generational differences put co-workers to the test.
Job Journal February 22, 2009 Penelope Trunk	Brazen Careerist: Better Hiring Practices Emerging How employers are changing their practices to make better matches.
Commercial Investment Real Estate Nov/Dec 2015 Sara S. Patterson	Experienced & Young, Inc. Baby boomers and millennials join forces for improved client satisfaction.
The Motley Fool August 26, 2011 Morgan Housel	Baby Boomers: The Biggest Threat to Your Investments? Don't count on it. According to a recent Federal Reserve paper, retiring baby boomers could sink the stock market over the coming decades.
CIO May 15, 2002	Off the Shelf Primal Leadership: Realizing the Power of Emotional Intelligence By Daniel Goleman, Richard Boyatzis and Annie McKee... When Generations Collide: Who They Are. Why They Clash. How to Solve the Generational Puzzle at Work. By Lynne C. Lancaster and David Stillman...