Generational distinctives mean that we can’t counsel emerging generations in the same way we advised their parents and grandparents. We need to adapt our presentation, and even some content, to address the needs of today’s younger clients. How do we begin to teach them about money in a way that is memorable and clear? In this Study Group, we consider how to present key money truths to our youngest clients, to our clients’ children, and to our own children in a clear and helpful way.
Russ Crosson is executive vice president and chief mission officer of Ronald Blue Trust and executive vice chairman of the board of directors for Thrivent Trust Company, the parent company of Ronald Blue Trust. He has more than forty years’ experience in financial planning and advising, and now leads the implementation of the company’s mission, passing it down to future generations. He is a conference speaker and author of several books. Russ and his wife, Julie, live in Roswell, Georgia, and are the parents of three adult sons.