This is a recording of LTMA Launch Pad Session 10: The “Inbetweeners” – Advising Generation X
This session, brought to you by our partners at Australian Unity will explore this critical component of the advice process for Inbetweener clients. The GEN Xer’s – the generation many forgot about!
Generation X – those born between 1965-1980, are often referred to as the forgotten generation, and have very different priorities and investment goals to the Baby-Boomers that preceded them. Tried and true strategies that work for Baby Boomers quite often miss-the-mark for clients of subsequent generations.
This session identifies the needs and concerns that keep the Gen Xer’s awake at night, and how the Investment Bond Renaissance and a range of strategies can help Gen X clients achieve their lifestyle goals and objectives.
In this session, Australian Unity will delve into:
- Identification of the very different goals and objectives that Gen X clients have and what their motivators are.
- The recently proposed tax changes, and how a range investment bond strategies can help advice providers further engage with both new and existing Gen X clients.
- The question of where is an investment Bond appropriate, and where it is not?
Session run by: Kellie Crouch & Ryan Francis (Australian Unity)
CPD Allocation – 0.75 Hours Technical | Managed Investments (ASIC)
Commercial business leader with an extensive Human Resources background with proven success across both business and HR functions including commercial execution, commercial management, generalist and specialist human resources, global operations, shared services delivery management, capability and organisation development. Experience gained in Financial Services and Wealth Management, Professional Services, Banking, Health and the Arts.
Ryan has 10 years industry experience and joined Lifeplan in 2015. His previous position was in financial planning, working as a financial planner in the business and corporate banking areas of one of the big for banks. Ryan holds a Bachelor of Business majoring in both Accounting & Finance.