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Aug 2, 2016


Both wholesalers and advisors recognize the gap between their respective groups in both age and attitude.

“Here comes the wholesaler,” the advisor says, “full of vigor and vim and can-do attitude, but little awareness of what type of person I look forward to connecting with; little awareness of the types of relationships that mean something to me. 

It’s not all about product. There needs to be a connection.”

Cam Marston is the leading expert on the impact of generational change and its impact on the marketplace. He understands the attitudes and expectations of the upcoming generations and what they expect from service providers.

He has learned how they buy, how they value different types of information, what their definition of “expert” is and how they apply it to financial professionals.

He understands their preferred methods of communications and what sales tools to use and how to use them effectively.

Book Cam for your next event through Wholesaler Masterminds Speakers Bureau.