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Marketing to the Affluent Baby Boomer
From American Portfolios
Build your practice focusing on managing risk and solving for the four common dreams shared by the affluent baby boomers.Read More
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.
Charitable Planning Guide
From Fidelity Charitable
This guide is an overview of the benefits of incorporating charitable giving into your financial planning, including common techniques to maximize philanthropic, tax and legacy planning goals.Read More
This guide is designed to provide an overview of the benefits of incorporating charitable giving into your financial planning. You will learn the benefits of donating different assets, tax basics, strategies to amplify your philanthropic efforts and tools to evaluate charities.
This guide will help your clients better understand:
- The Charitable Landscape
- Smart Giving: Assets & Tax Advantages
- Philanthropic Strategies & Charitable Vehicles
- How to Maximize Charitable Giving
Complete the form to make charitable planning with your clients easier.
Practicing What We Preach with a Business Plan
From American Portfolios
Download this complimentary White Paper to learn the 7 key considerations that will transform your business.Read More
Are you practicing what your preach with a business plan?
Many advisors didn't transform their practice into a business by choice. Our industry has gotten very complicated and through its evolution, this transition was forced upon advisors through client demand, changes in regulation and emergence of new technologies.
Learn what the difference is between running a practice and running a business.
Download this complimentary White Paper to learn the seven key considerations that will transform your business.
- Give up your direct relationship with revenue
- Create a business plan
- Adhere to a marketing plan
- Get accountable
- Constantly update and review your plans
- Be a perpetual student
- Hire your replacement and let them do their job
Complete the form to download.