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Responding to Negative Reviews, Multi-Generational Planning and Generational Differences

Every week, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar to help you grow your investment advisory practice. Follow our Practice Management Channel to differentiate yourself with new ideas and build enduring client relationships.


Our practice management themes for this week center around responding to negative reviews, providing multi-generational planning and the differences between Gen Z and Millennials. First up, we have a piece that specifically addresses how to respond to negative Google reviews. Second, we have a piece about using multi-generational planning as a referral strategy. Our final piece of the week examines key differences between Gen Z and Millennials.

When you work with the public, you always open yourself up to criticism. What do you do when you receive a negative review? This piece tells us that negative reviews are not necessarily a bad thing. Here are 6 tips to help you respond to negative reviews, as well as templates to assist you.

Multi-generational planning is a good asset retention strategy; however, effectively supporting the children of your clients provides new engagement and referral opportunities. This piece provides 3 ways to engage clients by supporting the next generation.

How do Gen Z and Millennials differ financially? Read on to learn more and to avoid the dangers of generational stereotypes.

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