Boomers Need Financial Coaching

Keith Millner says financial advisors have to do more to push baby boomers to the next planning level.

Millner, a senior vice president at Nationwide Financial Services Inc., Columbus, Ohio, spoke here at the annual meeting of the National Association of Variable Annuities, Falls Church, Va.

About 25 financial advisor designations start with the letter “C,” but none of designations includes the word “coach, Millner said.

Boomers Need Financial Coaching
Source: National Underwriter (subscription required)