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Each issue of
Boomer Market Advisor
provides key information to help you better serve your baby boomer clients, including:
Boomer Demographic Insights
: what do your clients really want?
Practice Management Strategies
: what you need to know to make yourself and your company successful
Product Highlights
: trends and updates on both accumulation and distribution
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1. Do you sell/recommend products and services to boomer clients?
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2. Do you currently hold a series 6 or 7 license or are you a CFP or RIA?
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6. What are your total assets under management?
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$25 million - $49.9 million
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