Merrill Lynch Rethinks How to Engage With Baby Boomer Clients

The battle to win more retirement clients is heating up, as Merrill Lynch rolls out Merrill Lynch Clear, a new approach that integrates sleek technology with a big picture focus on clients' lives.

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Comments (3)
Jeffrey James is 67, and he's been a Merrill Advisor for nearly 50 years? Did he graduate from High School first?
Posted by don g | Thursday, May 15 2014 at 9:19AM ET
Does the app show a retiree show to structure a portfolio, and income plan, in a fed and big bank
Manipulated stock, bond, and bank product market?
That would be helpful
Posted by John S | Thursday, May 15 2014 at 10:23AM ET
The app shows a retiree how to engage in a personalized discussion with a professionally trained and certified advisor using an open architecture of vast resources to first, accurately articulate their goals, then second, create and/or improve a plan to reach those goals within a customized risk profile. All the while, not being distracted by useless noise (finger pointing?) and "my one idea solves all your retirement problems" selling.
Posted by Chuck B | Thursday, May 15 2014 at 4:27PM ET
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