Tailoring Your Business for Older Investors

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Why Older Clients Need Your Advice

A new study finds that investors' ability to pick stocks and diversify deteriorates as they grow older, resulting in the loss of about 2% a year in returns. Help your clients overcome the effects of age with these discussion points on risk, diversification, and professional management.

How to Make 'Brain Gain' Happen

It's not true what they say about aging and the brain. Good thing, too. Now that you and your clients likely will live (and work) longer than previous generations, it's imperative that you understand how to maintain and improve your most valuable asset.

Why Aging Boomers Aren't Buying Managed Money

The fastest way to blow a presentation to an older investor is to sit side by side in front of a cluttered computer screen, logically discussing risk and return.

Become the Resource Expert for Older Clients in Transition

Horsesmouth Essential: Maintaining independence and living at home—every older client wants that. Unique service providers are springing up to support this need, but most advisors don’t know about them. Develop a network of these providers, and you’ll not only add value to clients, but also cultivate more referral power with attorneys and CPAs.