Generational Strategies

Dr. Bolin has spent decades working with generational concerns regarding marketing, communication and conflict resolution. Generational lifestyles, social values and shared generational experiences are driving influence for consumers in for profit and non for profit organizations. Donors, clients, or employees’ decisions are motivated by generational issues more than other factors including income, gender and education. Only by knowing how underlying generational values motivate your potential donors, clients, or employees’, will you be able to tailor your communications to suit their needs, interests, and desires to move them into action.

Generational Strategies is a unique educational and advisory resource to Attorneys, Estate Planners, Investment Firms, Private Banks, Individuals and Families who have reached a crossroad in the wealth and legacy planning process. 

Generational Strategies’ combines a wealth of experience in generational marketing, communication strategies, and conflict resolution to aid defining and designing confidential strategies to lay the foundation for your Clients or Family’s Legacy Development. 

PROGRAMS CAN BE CUSTOM DESIGNED FOR EXECUTIVE COACHING, IN-HOUSE SEMINARS, KEYNOTES, CORPORATE TRAINING AND FAMILY COUNCIL DEVELOPMENT

Programs for Financial, Insurance, Wealth Planning and Banking Institutions

Programs designed and delivered for organizations such as CPA firms, Wachovia Bank, Fifth Third Bank, Harris Private Bank, Huntington Private Bank, Hillcrest Bank, Northwestern Mutual Life, Cox & Nicci, Robert W Baird, Florida Institute for CPA’s, Community Foundation, Financial Planning Association

Women

• Wise Women of Influence
• Empowerment Forums for Grace and Elegance in Transition
• The Feminine Way to Wealth: How Smart Women Finish Rich and Whole
• Women, Meaning and Money
• When Life Hands You Lemons
• Wigwams, Quilting Bees and GNO (Girls Night Out)
• Everything You’ve Always Wanted to Know About Wealth But Were Afraid To Ask
• Shattering Money Myths for Women

Generational Issues

• Financial/Generational Marketing
• The Aging Opportunity
• Rocking the Ages:  Generational Differences
• Women Philanthropist:  How Boomer Women are Rewriting Legacy Building
• Passing the Baton: Preparing Adult Children for the Emotional Complexities of Inheritance
• Wealthism: The Prejudice against the Haves
  15 Steps to Successful and Fulfilling Retirement
• Retirement Security: Keeping an Eye on Your Emotional Investments
• A New Retirement Philosophy: When Boomers Enter the Retirement Zone
• Aging in Place vs Universal Design:  Designing Our Parent’s Destination
• Succession Planning: Transitions Agendas
• Mentoring Smart Kids: Legacy Building from Cradle to Grave
• The Unspoken Issues:  Generational Money Matters
• Affluence: Deny or Comfort
• Wealth with Responsibilities
• Cursing or Kissing Cousins: Keeping Family Together

Performance Enhancement

• Insight to Communication Styles
• 7 Habits of Highly Effective People (Covey Certified)
• First Things First – Self Management
• The Key to Motivation – Your Inner Generator

Contact Dr. Bolin