NEW E-REPORT:
Getting Senior Clients to
Accept Your Recommendation

Strategies and insights to increase acceptance of your recommendations by senior clients and decrease wasted effort. Click here to see Table of Contents and order.

Mature Market Toolkit

DOZENS OF NO COST, LOW COST WAYS TO GET CLOSER, GATHER ASSETS AND GENERATE REFERRALS, WORD-OF-MOUTH AND A STEADY STREAM OF NEW BUSINESS
Click here to see selections from Toolkit

Advisors, sales managers, financial marketers and others on the front lines of financial services have a unique resource in the never-ending battle for the hearts, minds and wallets of consumers in their 40s, 50s, 60s and beyond. Graymoney.biz is the home of 50-plus communications consulting, the experts on the connections between investments, insurance, banking and aging.

Improve your skills in dealing with aging baby boomers and older investors. Listen to Mike Sullivan’s Finding the Gold in Gray CD and audiocassettes on marketing to grandparents, mature women and retirees. Implement a program to Do More Business with Retirees.

Having a meeting? Need a speaker? Be sure to look at Mike Sullivan’s Presentations. He always gets the highest marks as a public speaker. Need to improve sales skills in working with aging boomers or senior clients? Call on Dick Ross.

Check out the information and resources on the site. If you would like more information, send us an e-mail.

Look around. Baby boomers and older consumers have most of the money. This site can help you get more of it.