Ideas for Advisors

Ideas for Advisors are short, to the point and filled with information advisors need about graying investors. Here are 10 titles. There are lots more, with even more being added all the time.

Idea Number

1. Why Older Customers Say “I’ll Think About It.”

3. Selling to an Important Motivation of Older Investors (Independence)

5. Risk and Aging Baby Boomers

7. Better Telephone Techniques for Older Investors

10. Big Money in Grandparents

11. The Coming Crisis for Middle-Age Clients (Parent Care)

13. Selling to Boomer Women (Basic Things To Do)

14. More on Selling to Boomer Women (Independence Is Key Idea)

16. Helping Older Customers Understand and Remember More

23. Talk Less, Listen More, Sell More