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.
The Retirement Resource Center YouTube channel features short clips of presentations by many of our speakers. Please visit Retirement Resource Center YouTube channel to view a short clip of this presentation.
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
Overall Rating: 4.2 / 5
Retail: $29.00Add to Cart
This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
Your presenter is 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
Invest in Your Retirement Expertise
1 hr CFP®, CRC®, and other CE Credit Reporting
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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.