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Do We Have a Generation Gap: A Sales Workshop Webinar

September 24, 2025 1:30 pm - 3:00 pm
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Limited spots available! Join us for this interactive workshop session!
One thing we know for sure is that prospects are in charge of the buying journey, and they come to the table with more knowledge and information than ever before. One of the most important components to understanding your buyers’ purchasing preferences is their age and generation as knowing this helps facilitate a faster, more successful connection.

There are significant generational differences in the areas of consumer habits, social media usage, and social values that can strongly affect purchasing habits. And so, how you choose to communicate (in person, call, text, video, connect, tweet, or post) matters just as much as what you communicate.

Each generation has its own collective consumer buying tendencies and as a financial institution, it will improve your ability to develop relationships if you understand these differences with the individuals you are targeting.

What You’ll Learn

  • A good understanding of the buying habits between Boomer, Gen X, Millennial, and Gen Z prospects
  • How to adjust and cater your sales strategy to these four generations, including the use of digital tools like video and virtual presentations and social media channels
  • How to differentiate yourself from all the other institutions by tailoring your approach to your prospects’ love languages
  • A coaching approach for effort and execution

Who Should Attend
This session is ideal for relationship managers, lenders, retail branch managers, account openers, and managers of all lines of business.