Generational Communication


Communication issues can present considerable obstacles for advisors, wholesalers and home-office employees when it comes to working with the four generations currently in the workplace. Our cross generational speakers will help you improve your ability to communicate and successfully influence others through understanding motivational techniques of the different generations.

Amy Lynch

Delivering Industry-Specific Strategies & Takeaways to Engage the Generations

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Anna Liotta

President & CEO of Resultance, Inc.
Generationally Savvy Communication Solutions

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Cam Marston

Providing Financial Professionals Tools to Best Serve Each Generation of Client

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Tim Moore

Helping Organizations That Want to Translate Generational Differences into Sales

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Anne Loehr

Dubbed “The Generational Guru” by the Washington Post, Anne Prepares leaders to Lead the Workforce of Tomorrow

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Marguerita M. Cheng, CFP®

The mission of Blue Ocean Global Wealth is to provide families, financial advisors, corporations, and institutions with prudent financial advice, risk management, and investment knowledge. They embrace global diversity and steward the protection, growth, and distribution of their clients’ wealth.

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