Generation Station

Using our new Generation Station, you can use the information you already know about a new or prospective client to fill in the blanks and build a better-informed sales strategy based around their generation and life stage. Input basic details like age, career/relationship status, and income to generate a custom report complete with communication strategies, relationship-building tips, and client-specific sales tactics.

Answer these simple questions about your client to generate a custom report.

Is your client married or in a committed relationship?

Required.

When dealing with a couple, we suggest making separate reports for each person.

Is your client a parent?

Required.

What is your client's career status?

What is your client's household income level?

Preparing to Meet with Your Client