Lifestage Marketing in Financial Services - US - January 2013
There is always a difference among generations in how they think, communicate, and perceive the world. While the recession has forced the generations to have some common goals, there are vast differences in how they expect the financial industry to help them reach those goals. The challenge for the industry is how to adapt to the requirements of the younger generation while still meeting the needs of their older clients.”
– Robyn Kaiserman, Financial Services Industry Analyst
Some questions answered in this report include:
- What special challenges has the recession created for Millennials?
- How are the different generations approaching retirement planning?
- What is the most effective way to reach Millennial and Gen X customers?
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