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Urban Myths, Baby Boomers, and the Effective Financial Professional.
- Source :
- Journal of Financial Service Professionals; May2013, Vol. 67 Issue 3, p33-40, 8p
- Publication Year :
- 2013
-
Abstract
- As thousands of baby boomers cross the age 65 and retirement threshold every day, and typically comprise a significant portion of a financial professional's book of business, it's especially important for financial advisors to understand the many demographic and personal dynamics of this huge client base. Despite decades of scrutiny, many myths, stereotypes, and misperceptions remain about baby boomers. The financial professional who understands and appreciates the differing characteristics within this cohort, as well as how individuals can differ in their approaches to the planning process, can create a more satisfying and successful client relationship. [ABSTRACT FROM AUTHOR]
Details
- Language :
- English
- ISSN :
- 15371816
- Volume :
- 67
- Issue :
- 3
- Database :
- Complementary Index
- Journal :
- Journal of Financial Service Professionals
- Publication Type :
- Academic Journal
- Accession number :
- 87379375