Are You Marketing Your Advisory Firm Where the REAL Wealth Is?

By Dr. Mikol Davis via

If you see how firms market themselves these days, you often see them pitching how much they care about their clients, and how much client relationships matter to them. Really? How about your senior clients? And how do you demonstrate that you care about them, now that they’re retired and drawing out money, not contributing earnings?

Our aging population is growing and you are more likely than ever to see aging clients in your book of business. One way to differentiate yourself from those firms around you is to focus specifically on the senior market. When seniors can depend on you through the journey of aging, you will likely have loyalty for life from them.

But what does that mean, being able to depend on you? Of course, you are going to do what every financial professional is supposed to do and competently manage their portfolios. That alone does not set you apart. What will make you a standout is to focus on the unique needs seniors have and help your clients prepare for and handle them over time? That strategy is innovative because few firms have policies in place to guide, reassure and protect their oldest clients.

Longevity is on your side in going after this marketing opportunity.

People are living longer than ever and the needs of our aging population are proliferating. If you want to be there to capture those older clients and do right by them, you have to get yourself ready. And you need a strategy.

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