Travis D. Manning, CFP, CLU

Multigenerational selling: Keeping money in the family

Current Membership Year:
2025
Total Membership Years:
16
Court of the Table Honors:
5
Top of the Table Honors:
1
English
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Do you know how to sell to multiple generations of a family, including the keys to understanding each generation and how to convert them all into clients? Manning explains how to do all of that while creating a never-ending list of referrals and a stable income stream for your business.

Travis D. Manning, CFP, CLU, is the president of The Evers Financial Group Inc. and has more than 25 years of financial planning experience in retirement income and estate planning. He studied anthropology, language, software engineering and computer science in post-secondary schools.