Updated Monday, July 28, 2014 as of 12:26 PM ET
Practice - Client
How to Woo Skeptical Boomers
by: John Shinal
Tuesday, October 16, 2012
Partner Insights

SAN FRANCISCO -- The surging number of retiring baby boomers will be the largest opportunity in financial services during the next 20 years -- but the toll inflicted upon them by the 2008-09 economic crisis will make it tougher for financial advisors to capture their business, according to the head of a consulting firm that advises the industry.

Get access to this article and thousands more...

All Financial Planning articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.

Already Registered?

(?) What Do You Think?

What are you doing to woo skeptical Boomers?


2014 Summer Reading List for Advisors

Current Issue

The July Issue is now online!


Industry Events

August 10, 2014 |

September 9, 2014 |

September 17, 2014 |

September 20, 2014 |

September 28, 2014 |

Already a subscriber? Log in here