Website helps consumers consider finances, lifestyle issues
Your boomer clients may need help in caring for their aging parents. They’ll have questions — from estate planning to housing and special care. You may not be an expert in seniors’ issues, but you can provide valuable advice
Providing services these clients want is critical to generating referrals
It pays to know what’s important to this influential generation
Pay attention to the differences among boomers, generation Xers and millennials when prospecting or working with clients
Take steps to minimize the financial and emotional stress of caring for aging parents
Baby boomers have been the main target market for financial services firms and advisors in recent years, as that massive generation accumulates assets and prepares to retire. But as the boomers begin to settle into retirement, financial advisors will need to shift their focus to younger generations, who will have a growing pool of assets […]
Entire baby-boom generation will turn 65 by 2031
Centre will provide Canadian boomers with access to retirement research and resources