Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards

Life Health > Running Your Business > Marketing and Lead Generation

15 Ways to Connect With Baby Boomers

Your article was successfully shared with the contacts you provided.
  1. Tell them your story.
  2. Communicate face to face, or at least person to person in phone calls.
  3. Show optimism.
  4. Position yourself as part of their team.
  5. Help them get control of their lives and stress levels.
  6. Customize your work for them (remember, this is the “Me” generation).
  7. Help them feel like winners; validate their importance and uniqueness.
  8. Don’t make them feel old.
  9. Provide visible rewards of their relationship with you.
  10. Find the right level of technology to communicate with them.
  11. Ask about their children and include the kids in some events.
  12. Capitalize on their affinity for “tried and true” by using trusted names.
  13. Don’t be afraid to refer to the past.
  14. Selling is OK.
  15. Show your work; ask for the business.

Adapted from “The Gen-Savvy Financial Advisor: Advising the Generations in the New Age of Uncertainty” by Cam Marston. Used with permission.

Read Olivia Mellan’s feature story on connecting with different generations, “Making the Connection.”


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