Swots, hipsters and rebels: Do client 'labels' help the advice process?

Assessing the differences between the generations

clock • 3 min read

Do your clients fall into neat categories or are there some exceptions to the rule? Sheriar Bradbury looks at the differences between the generations and their divergent financial advice needs...

People love to categorise, effectively putting items into neat boxes. This, in turn, enables the processor of these items to systematically deal with large quantities of whatever might be in a particular box, quickly and effectively by using the same set of rules and methodologies to deal with its entire contents in one go. In simplistic terms, a computer package will employ a similar course of action to process vast quantities of data efficiently. However, in most cases it will not have the capability to deal with the oddities - the exceptions to the rule which fall outside a set of ...

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