Baby Boomers are likely to be the dominant group needing financial advice for most of the rest of your career!
I recently moderated the MDRT Web seminar, “Selling Retirement Income to Baby Boomers,” which was presented by Michael P. Sullivan, MBA, President of 50-Plus Communications Consulting in Charlotte, NC. Through his expertise in consulting and training advisors on selling to Baby Boomers, Mike highlighted just how to market to these prospects, and gain the trust of your existing clients.
Please share what has worked for you in connecting with senior clients.
I look forward to your insight and dialogue as we all learn from each other’s best practices. And, I highly encourage you to visit the archive of the Web seminar by logging onto the Web Seminar Archive.
