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Anna Liotta

What Makes the Generations Tick and What Ticks Them OFF!

Teaching Professionals How to Communicate Across the Generations

Whether you’re a Traditionalist, Baby Boomer, Gen Xer, or Millenial, Anna will change how you perceive others and enhance your relationships with everyone you know.

Anna guides you to overcome the “generation gap” so you can effectively communicate and develop meaningful relationships with team members and clients of all ages.

She helps audiences see how members of each generation think, behave, and engage.

As a leader— in a global, multi-generational workplace – your ability to motivate, mentor and inspire talent of all ages to reach their potential, is integral to being profitable in business today and tomorrow.

 

Presentations
– What Makes the Generations Tick and What Ticks Them Off!- Building a Multi-Generational Practice- Road Map to Success: Advising Clients in their Generational Style, Not Yours

 

Additional Services– Would your executive leadership team benefit from ongoing learning, guidance, and support? A long-term program with Anna ensures her services, attention, and input throughout 12–18 months, creating opportunities for continued organizational growth and lasting change. Programs combine a range of techniques, tools, interactive options, and personal interaction that will make the difference for your organization’s success.

I know what I need to do to help meet the needs of all the generations

“As the leader of a company trying to reach a broad demographic market, I know how important it is to tailor the message to the audience. Now having read Unlocking Generational CODES, I know what I need to do to help my company communicate with and meet the needs of all the generations that are my customers and my employees.”

–  Paul A. Campbell

 Co-CEO, bLife Inc., Gen Xer

Anna’s program nails it

“Anna’s program nails it. Unlocking Generational CODES offers insight about why it’s harder to recruit younger people into organizations; it explains why people don’t return phone calls, and why some folks would rather text than talk. It has unlocked for me some secrets of communication with everyone I meet. I wish I had this information years ago!”

–  Tom Hurdelbrink

 CEO, NWMLS, Boomer

She has set the bar high for any future speakers we work with

“Anna Liotta is a dynamic speaker who is an expert in her subject matter, takes the time to learn about her audience and delivers a powerful program that is right on target. She is easy to work and always brings to the table great ideas on how to maximize the success of our event. Anna makes a lasting impression on her audience. We have brought her to speak at our annual convention twice now, and she has set the bar high for any future speakers we work with.”

– Tina Freeman

 CAE Director of Communications & Events

Anna’s Client List Includes…

– CEO to CEO Roundtable

– CUNA

– Executive Women International

– Federal Reserve

– ING

– Merrill Lynch

– New York Life

– Price Waterhouse Coopers PwC

– Washington Bankers Association

– Watermark Credit Union

– Wells Fargo

– World Financial Group

Travels From:  Washington
City: Seattle
$10,001 to $15,000

Biography

Anna Liotta, creator of Generationally Savvy™ Communication Solutions, is an award-winning speaker, consultant and author who engages and energizes national audiences with her practical strategies for attracting, growing and retaining top talent and loyal clients from every generation.

Anna is a communications consultant specializing in generational leadership, diversity and sales solutions. She is passionately dedicated to supporting leaders serving the generations through professional development and consulting.

She holds a Master’s degree in Interpersonal Communication and has over 15 years of experience in the field of inter-generational communication and leadership.

Anna is one of 19 children, and grew up in a household of six generations, making her daily life an “insider’s view” into realities generational communication.

Anna was named one of the Top 40 Business Leaders Under 40 by the Puget Sound Business Journal. She is an adjunct faculty member in the University of Washington’s Executive MBA program; she serves as the chair of the institutional advancement committee on the board of trustees at Antioch University.

Anna’s highly anticipated new book Unlocking Generational CODES is available at your favorite bookstore.

Presentations

With four generations meeting in the workforce for the first time in history, leaders are challenged daily to find new ways to meet each generation’s unique set of values, attitude, beliefs, expectations and demands.

Anna Liotta will share with us Generationally Savvy™ Solutions you can use to attract, engage and invigorate each of the four generations currently in your marketplace. This high energy, action packed presentation will give participants new inspiration and ideas on how to turn the generations competing needs from obstacles into opportunities and come out of the down times on top!

Establishing a strong, multi-decade practice requires enduring client relationships with individuals from many generations with diverse attitudes, values, beliefs and often divergent approaches to creating their financial future.

Building a Multi-Generational Practice leads advisors through the “Generational Codes,” communication styles and priorities that can develop or destroy the bridge to the new generations. Advisors and managers learn how to improve their effectiveness in cultivating strong inter-generational relationships through “Generational Savvy™” principles to attract new clients, deepen relationships with family members of current clients and retain assets under management.

As we enter into the largest wealth transfer in US history financial advisors face lucrative opportunities and considerable challenges in meeting the needs of clients of all ages with diverse savings and investing habits and perspectives. Research studies show that 92% of the time when wealth transfers from one generation to the next, the advisor changes.

Understanding the “Generational Styles” of how younger generations prefer to do business, develop relationships, or be advised can make all the difference. As younger investors build and inherit wealth, advisors and team members who are fluent in adjusting to the appropriate “Generational Style” of their client will have the competitive advantage.

Areas of expertise

 

  • Building A Multi-Generational Practice
  • What Makes Generations Ticks
  • Advising Clients in Their Generational Style
  • Communication
  • Demography
  • Building Relationships
  • Branding
  • Leadership

 

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