Embracing Generational Diversity

Working through generational differences can be challenging, but it's important when building a strong team and understanding your client base. Learn about each generation's strengths and how embracing generational diversity can help grow your business.

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Learn more about what shapes various generations in the workplace, and see where you fit in by completing this short quiz.

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Watch the full video series to learn the most valuable aspects of each generation and why they're important to financial advisors. Then use the discussion guides with your team and clients.

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Video Library

Called the most embraced generation of our time, millennials are engaged, collaborative and positive about the future.


Labeled the latchkey kids, Gen Xers are the product of an economic downturn and prove to be self-sufficient and hard working, but also private.


Born in large numbers in a time of abundance, boomers are optimistic, enjoy taking charge and work well with others.