Research Library

The #1 Resource for Free Research, White Papers, Reports, Case Studies, Magazines, and eBooks.

Marketing to the Affluent Baby Boomer
Request Your Free Guide Now:

"Marketing to the Affluent Baby Boomer"
Request

Build your practice focusing on managing risk and solving for the four common dreams shared by the affluent baby boomers.

Many advisors target the baby boomer generation, leading one to ask, "Why is this segment of Americans so treasured?" As Jessie James once famously responded to the question of why he robbed banks, it's "because that's where the money is."There are approximately 76 million baby boomers alive, with this group controlling 80 percent of the personal finances in the U.S. economy. Marketing to the most affluent baby boomers is the key to growing your practice.

Embrace the challenge of growing your practice around this market demographic. Build your practice focusing on managing risk and solving for the four common dreams shared by the affluent baby boomers.

The four dreams shared by this influential group are:

  • Accumulate wealth
  • Save to educate their children
  • Retire well
  • Transition wealth from one generation to another

To learn more about marketing to baby boomers, complete the form.


Offered Free by: American Portfolios
See All Resources from: American Portfolios

Request

Recommended for Professionals Like You: