Advisor Sales Strategies

Retirement for Baby Boomers means no slowing down, no retirement home, and no money.

Among the characteristic economic trends since the financial downturn is a distinct slowdown in institutional investors’ pace in changing either investment managers or asset allocations.

Investment counselors have sounded the clarion call throughout years and decades past: When thinking about retirement – when simply saving and investing their well-earned money – people should strive to diversify.

Remember the days after Lehman fell? That same shock wave could ripple again.

The participant-directed retirement plan market is vast, consisting of an estimated 483,000 retirement plans holding nearly $3 trillion in assets and covering 72 million participants, according to the Department of Labor (DOL). For financial professionals who provide advice and services to this market, takeover plans are a sweet spot.

Sales professionals who are successful are often found to be in leadership positions, either in their field of expertise or within their company.