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5 advisors discuss working with boomer clients

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With the oldest boomers now becoming seniors, it’s having a big impact on some financial advisors and their business. We recently surveyed the advisors to get their thoughts on the boomer invasion. If you have a tip on how to work with boomer clients leave a comment below or email me at [email protected].


I’m seeing more referrals and less cold-calling, but also the boomers are a demanding bunch and not very loyal. They do, however, like technology. They think they are experts even when they are not, like they know more than me to be their own agent.

Kim Theobald-Stark

The boomers have definitely helped to increase business, but Obama & Washington politics has really hurt things overall.

Jack Beecher

Without a doubt we have seen an influx of more (boomer-) seniors who are looking and asking for financial guidance. It has impacted our business, positively, exceptionally!

James R. Veal

There is and will continue to be a flood of new prospects flowing into the advising and insurance agent’s world. It’s a great time to be in this business!

Ron L. Stahl

It has started to grow my business rapidly. Clients can now express to others with hard examples of ways we helped them reach their goals.

Stuart Augustine

For more from Daniel Williams, see:

50 best ways to generate leads: Tips 1-10

4 ways seniors are divided on tax hikes for the wealthy

4 financial goals for boomers in 2013