5 things senior clients wish their advisors knew

June 27, 2014 by Nichole Morford

 March 2014, more than 200 seniors responded to our survey about their likes, needs, financial concerns, career outlook and asset base. What followed was a detailed picture of this market, growing larger every day with the rapid aging of the baby boomers. Here’s a peek inside the collective mind of the senior market, complete with their thoughts on selling, marketing and long-term financial goal setting. Click here to read…

Originally Posted at LIfeHealthPro on June 12, 2014 by Nichole Morford.