Sponsored by American Portfolios
Many advisors target the baby boomer generation, leading one to ask, "Why is this segment of Americans so treasured?" As Jessie James once famously responded to the question of why he robbed banks, it's "because that's where the money is. "There are approximately 76 million baby boomers alive, with this group controlling 80 percent of the personal finances in the U.S. economy. Marketing to the most affluent baby boomers is the key to growing your practice.
Embrace the challenge of growing your practice around this market demographic. Build your practice focusing on managing risk and solving for the four common dreams shared by the affluent baby boomers.
The four dreams shared by this influential group are:
- Accumulate wealth
- Save to educate their children
- Retire well
- Transition wealth from one generation to another
To learn more about marketing to baby boomers, complete the form to download the white paper.