40. School work.
We work with schools and park districts in our community to engage awareness of aging and proactive and participatory planning. It takes a village concept! Decision makers are more plugged into these organizations in their communities on a daily basis and third-party edification can be acquired with an outreach approach.
Always tell the senior you’re there to provide service for them and to teach them about the product, not just sell them.
—Joseph P. Howard
38. Do what works.
My best idea is what I know works…I educate. Seminars that build credibility and inform are the backbone of my marketing.
37. Stats, man.
Use statistical games to educate seniors regarding their future needs, whether financial, medical or estate.
36. Big picture.
I take a holistic approach with clients. I review their protection needs in all meetings. I believe in educating clients on all financial topics. I usually invite a client to lunch and ask them to invite a friend or family member who is free to ask any questions or concerns they have about a financial topic.
35. Town Hall meets.
I speak at town hall meetings at senior living centers. Providing educational information in a non-threatening way has proven to be very fruitful.