Acquire insight into how to present complex retirement income and other solutions to Boomers and older clients with a focus on techniques that increase their comprehension.
Each generation has its own words, concepts, motivations and emotions that appeal to them based on their life stage and collective life experiences.
As individuals age, their ability to accurately, completely and quickly process information tends to decline. You need to adjust your presentation and conversations to help them understand better.
This presentation provides valuable, practical tools that help you meet their needs.
In this one-hour session you will learn how to:
- Deal with the age groups declines in vision and hearing, and how to recognize and offset those declines;
- Present complex retirement income and other solutions using more right-brain techniques (pictures, emotional words, icons, metaphors, similies and story-telling);
- Focus on practical ideas and techniques that sharply increase client comprehension, answer questions effectively and move the process of understanding forward.
What attendees of Michael’s presentations have said:
“Michael P. Sullivan, for my money, has the best handle in America on the sales/marketing of investments to the aging.”
-Nick Murray in his book, The Excellent Investment Advisor
Michael Sullivan, CEO, 50-Plus Communications Consulting, Retirement Communications Expert
Michael is a foremost expert at training sales staffs how to sell more to Boomers and older clients. He has spoken and conducted training for more than 900,000 professionals in investment services and wealth management firms, including a keynote presentation to The Million Dollar Roundtable annual meeting.
Michael Sullivan works with firms using lifestyle issues relating to selling and servicing Boomers and older clients. He is CEO of 50-Plus Communications Consulting, specializing in helping make financial advisors wiser, more compassionate and significantly more effective advisors.
Major clients include the Bank of America, Wells Fargo, Citibank, Goldman Sachs, MetLife, The Hartford.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
1 hr CFP, CRC, and other CE Credit Reporting
We will report your CFP® and/or CRC® credit (no additional reporting fee) – please add your ID at checkout. You are responsible for reporting ASPPA, CLU®, ChFC®, RICP®, CASL and other CE credit.
Overall Rating: 4.2 / 5
Retail: $29.00 Add to Cart
Video and audio MP3 formats available
Specifications: 60-minute webinar course
Knowledge Level: 2 – Overview
Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fees for courses that were filed prior to membership cancellation.