The Boomer Handbook --
The Financial Advisor's Guide to Understanding the Boomer Mind

Reg. price: $39
SALE: $29
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This e-book is unlike any other you're likely to find on the Boomer market. That's because it focuses on the Boomer psychology and how you can use that psychology to make a meaningful connection with your Boomers. It is specific to the financial industry and explains specifically how to get Boomers as clients. Want to work with Boomers? The most prosperous group of people in history? This book is your ticket!

8.5 X 11
60 pages
Delivered immediately in electronic (PDF) format
Language: English
Publisher: Ensight Press

Contents

Introduction

Chapter One - The Numbers

• Why learn to sell to this population?

Chapter Two - Behavior & Expectations

Chapter Three - Retirement

• Boomers and Retirement
• Where Will Boomers Get Money in Retirement?
• How they will spend their retirement

Chapter Four - Values

• Boomer Values: Welcome to the Center of the Universe
• How Leading Edge Boomers Differ from their Elders
• Comparison: WWII and Boomer Generations
• The Boomer Experience

Chapter Five - Boomer Values: What they mean to you

1. Forever Young
2. Live Life to its Fullest
3. Today is more important than tomorrow
4. Distrust Authority
5. Team Focus
6. It's My Life
7. It's my choice
8. Social causes & Volunteerism
9. Education
10. Live for Today! Save? Not!

Financial Personalities of Boomers

Marketing That Connects

Boomer Expectations of You

Life Magazine's Most Influential Boomers

Appendix A: Boomer Quiz

Appendix B: Segmenting the Boomer Population

Resources

About the Authors

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Delivered in electronic (PDF) format.