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“By 2011, the first Baby Boomers will begin retiring. By 2030, Baby Boomers will begin maturing. Clients 65 or older will have increased more than 106% since 1995 and compose 20% of the total population. ”
—U.S. Administration on Aging
Finding one may not be difficult; however, successfully acquiring/retaining Baby Boomer clientele will demand an understanding of the unique biology, psychology, sociology and demography of this populous, maturing segment. As a Registered Financial Gerontologist and experienced practitioner, the author delivers age-sensitive strategies for wealth preservation, asset allocation, and financing longevity specific to Baby Boomers—based on applied research. From recent trends to financial hurtles relevant to an under-saved, under-prepared generation, Advisor’s Guide to the New Retirement Model delves into work and leisure “cycling,” new retirement “turning point,” healthcare phobia, and the overwhelming gender segmentation that is resulting. The evolving financial landscape demands an immediate re-evaluation from any financial services professional who looks forward to serving this market.
What’s your Super Power?
the power to identify a need
the power to formulate a strategy
the power to sincerely benefit clients
the power to increase your marketing potential
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