Making the Connection: Approaching Baby Boomers for Financial Services

[...]some advisors have found an effective way to prospect for new clients is to offer seminars to educate the public about the topic.) Many Boomers had a traditional pension at some point in their life, but they are generally underfunded for retirement. [...]top advisors know that an effective way to bond with clients is to mirror them - to take seri- ously nonverbal cues such as tone, body language, and even how they dress and replicate the client to build rapport faster.