How can you connect with Baby Boomers and keep them engaged beyond the first meeting? How can you convince Boomers stuck in the ‘sandwich generation’ to make themselves a priority and take action? And what do you say to Boomers to get them to stay focused on their long-term retirement goals, given current market volatility and an uncertain economic environment?
The latest Boomertirement podcasts feature Briggs Matsko, CFP, a 21-year MDRT member with 17 TOT qualifications from Sacramento, Calif., and Greg Gagne, an eight-year MDRT member with three COT qualifications from Exeter, N.H., and provide expert advice on how to tackle these and other retirement advising roadblocks:
- Connecting with Boomers
- Transitioning for Engagement to Analysis
- Boomertirement Products and Solutions
- Keeping Boomers Involved
- Working with Boomers
- Tackling Economic Uncertainty
- Solutions for the “Sandwich Generation”
Visit the podcasts page of the MDRT Boomertirement Web site: http://www.boomertirement.com/members/memberpodcasts.html to download exclusive member-only podcasts to your iPod or mp3 player, or simply listen to them on your computer.
Once you’ve listened, be sure to share your thoughts via the comments section here on the member Blog.
