NOTE: This article is a peek inside the upcoming book The Boomer Handbook – Inside the Mind of Leading-edge Boomers.

On May 4, I served on a Panel at the Boomer Marketing Expo in Las Vegas. Our topic was "Inside the Boomer Mind." There are two fascinating facts about working with Boomers: 1) They do not respond to traditional selling techniques; 2) very few people in the financial industry understand them.

As a weary veteran of psychological communication practices, I was encouraged by what caused the audience to wake up and get excited. It was when I began talking about Boomer Psychology – why they do what they do, and how advisors can use that in their business. If you recognize that your future business depends on Boomers, keep this in mind – until you learn why they do what they do, you will have trouble connecting with them. So, want to get a head start on your future business? Read on?

Continue Reading for Free

Register and gain access to:

  • Breaking benefits news and analysis, on-site and via our newsletters and custom alerts
  • Educational webcasts, white papers, and ebooks from industry thought leaders
  • Critical converage of the property casualty insurance and financial advisory markets on our other ALM sites, PropertyCasualty360 and ThinkAdvisor
NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.