« How to Find the Right Financial Advisor When Selling a Business or Real Estate | Main | Selling a Business - Selling to a third party buyer »
Zero In on the 76 Million Baby Boomers for Exit Planning…
By Admin | October 10, 2007
Here’s a quick post on a great article I found that can help financial advisors and exit
planners capture… and keep their clients as they move into the retirement phase.
I recently ran across a great article on the impending Baby Boomer retirement influx and how you can better position yourself to capture more clients.
What most advisors don’t realize is that a majority of clients will switch their financial advisor before they retire.
It’s not because you are failing them as an advisor…
… but because you have not yet positioned yourself as an expert in managing income during retirement.
Most financial advisors position themselves as experts in investing for retirement… but are you currently positioning yourself as an expert in managing income DURING
RETIREMENT?
Take a look at this article from the National Underwriter Magazine from last week: (follow the link below)
It provides a specific game plan and set of steps that will get you into the minds of your clients as a retirement income management expert.
All of us should have a specific plan and system set up to properly manage our marketing and contacts with our clients. The year by year plan in this article is a great way to stay in front of your client and ensure that they continue to see you as an expert financial advisor who can help them… even through the retirement phase.
Enjoy…
Topics: Building Your Financial Planning Biz, Exit Planning, Exit Strategies, Financial Advisors |