Riding the Baby Boomer Wave: Finding New Ways to Market Your Practice

As the baby boomer demographic begins to transition out of the accumulation phase, the conversations they share at cocktail parties have changed drastically. For investors who took part in the go-go days of the late 1990s, social gatherings became a platform for comparing the grandiose returns their financial advisors were generating in their portfolio. I'm sure many of you experienced clients demanding to know why their portfolio only went up 45 percent, while the neighbors gloated over a 75 percent gain. It's amazing what a decade can do.

Riding the Baby Boomer Wave: Finding New Ways to Market Your Practice
Source: Producers Web