Learning Center

July FPA DEI Learning Series: Bridging the Gap of Intergenerational Communication

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In this session, we’ll discuss the challenge and opportunity as multiple generations work alongside each other. This is likely the first time in history that we could have up to 4 distinct generations working alongside one another. What does this mean for you and your firm and how might you manage the communication gap that occurs? We’ll address issues such as how we manage expectations, leverage the strengths of each generation,and how following stereotypes gets you and your team into trouble. We’ll also talk about the opportunity for career paths that will maximize the next generation of planners.

  • Why bridging the gap is important?
  • How our generational tendencies impact our communication
  • How 5 key skills will help reduce generationalbarriers
  • How to maximize generational opportunity with NexGen Advisors and clients
  • Applying what we’ve learned

George Fernandez, MBA, CPBC, CFP®

Business Coach & Consultant

George Fernandez is professional business coach and consultant specializing in the insurance and financial services industry.

With 36 years of experience in retail banking, lending, property & casualty, wealth management, product management and financial technology platform management, George is uniquely positioned to bring objectivity to his clients’ business objectives. In addition to developing and maintaining hundreds of client and advisor resources used to grow and support their business, George has helped hundreds of advisors and several firms with the financial planning related technology selection, vendor management, deployment, and user adoption.

George has held numerous volunteer positions within FPA and the FPA of Greater Kansas City, including CLC Development Committee member, OneFPA Transition Task Force member, and president and chair of the board of directors for his local chapter.

George Fernández, MBA, CFP®, currently serves on the Board of Directors of the Financial Planning Association® (FPA®)and is the board liaison for the NexGen Community

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July FPA DEI Learning Series: Bridging the Gap of Intergenerational Communication
Open to view video.
Open to view video.
Course Evaluation
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Certificate of Completion
Live Viewing: 0.0 CFP CE credits and certificate available
Live Viewing: 0.0 CFP CE credits and certificate available