Friends, Finance, & the Future of Advice. Joseph F. Coughlin, Ph.D. Director April 29, 2009 Presentation to the Million Dollar Round Table. The ‘Me’ Generation Rewrites ‘Ritz Rules’. “The notion of what our parents wanted … is different from what today’s generation wants.”.
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the Future of Advice
Joseph F. Coughlin, Ph.D.
April 29, 2009
Presentation to the
Million Dollar Round Table
“The notion of what our parents wanted … is different from what today’s generation wants.”
Emotional Filtering &
the Older Consumer
Growing expectations by and for the consumer to do more, be more responsible and to balance competing demands, e.g., health, finance, work, family, caregiving, education, civic duty.3. Friends & Family as Validation
“I am too tired to do all the things I want to do.” - Yankelovich (2006)
- Johnson & Johnson
Information to be Better Planners
"Boomers are really affected by what's going on, and they like not to be alone with their thoughts.”Robin Wolaner, TBD.com
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