Marketing financial services to seniors guides any financial advisor how to market to seniors with guerilla tactics and with integrity. There's no reason to have a shortage of clients and this book teaches the advisor, in detailed tactical fashion, how to attract affluent retirees. While the entire financial services industry is crazed about baby boomers (who don't save and live on credit cards) today's seniors, while only 17% of the population, control 70% of the wealth. This is the book to get if you want to master the retiree market--fast.
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Book Description
Editorial Reviews
Review
"...success goes to those who understand market psychology. No one does this better than Larry Klein..." -- Russ Alan Prince, PhD, Prince and Associates
"Brokers and advisors will find his clear explanation of the senior market's needs and motivation an extremely helpful tool..." -- Evan Cooper, Editor-in-Cheif, On Wall Street
"Klein lays bare the anatomy of senior psychology, offering step-by-step guidance on how to capture this lucrative and growing market." -- Gil Weinrich, Editor, Research Magazine
"Larry Klein has presented a powerful insight into why and how to market financial services to seniors. A must-read..." -- Ed Pittock, President, Society of Certified Senior Advisors
Editorial Reviews
"Brokers and advisors will find his clear explanation of the senior market's needs and motivation an extremely helpful tool..." -- Evan Cooper, Editor-in-Cheif, On Wall Street
"Klein lays bare the anatomy of senior psychology, offering step-by-step guidance on how to capture this lucrative and growing market." -- Gil Weinrich, Editor, Research Magazine
"Larry Klein has presented a powerful insight into why and how to market financial services to seniors. A must-read..." -- Ed Pittock, President, Society of Certified Senior Advisors
Editorial Reviews
Please REMOVE the Editorial Review by Ed Pittock -- Ed Pittock, President, Society of Certified Senior Advisors
From the Author
Essential book for sellers of annuities, long term care, medigap insurance or any financial product or services used by seniors and retirees. This book rapidly accelerates your prospecting and marketing sucess in the senior market.
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Most Helpful Customer Reviews
18 of 20 people found the following review helpful:
1.0 out of 5 stars
A promo rip-off,
By A Customer
This review is from: Marketing Financial Services to Seniors (Hardcover)
I was really disappointed with this book. It has none of the scripts or sample marketing materials promised. Klein wants to sell you a bunch of his other items: seminar kits, tapes, brochures to hand out, etc...all listed in his "appendix". The info given is so general it is of little use...you would have to spend money on his other items to really find out anything. Don't buy this if you are looking for a real guide to marketing to senior citizens...is is not here !!
3 of 3 people found the following review helpful:
5.0 out of 5 stars
Marketing "correctly" to seniors!,
By Naureen Hamidani (Toronto, Ontario Canada) - See all my reviews
This review is from: Marketing Financial Services to Seniors (Hardcover)
Mr. Klein demonstrates an excellent method of how to market to the senior population. The various tips on what to say, what not to say - either in person or in marketing material - does really make a difference, and this book shows exactly how to do it. A must read for those marketing financial services to seniors.
2 of 2 people found the following review helpful:
4.0 out of 5 stars
Service the Senior Market-Seminars,
By Dick Melton (Ohio) - See all my reviews
This review is from: Marketing Financial Services to Seniors (Hardcover)
The chapters on reaching the Senior Market to invite themto a Seminar, I found quite helpful in planning for my next seminar. Also the referral section was very informative. I sent a box of $5.00 chocolates to several of my current clients and got a lot of positive feed-back.
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Inside This Book
(learn more)
First Sentence:
Some use an age distinction, starting the cutoff at fifty or fifty-five. Read the first page Key Phrases - Capitalized Phrases (CAPs): (learn more)
Larry Klein, Certified Financial Planner, United States, Registered Investment Advisor, Rocking the Ages, American Demographics, Bay Area, Certified Senior Advisor, Segmenting the Mature Market, Herschel Gordon Lewis, Joe Smith, John Jones New!
Concordance | Text Stats Browse Sample Pages:
Front Cover | Front Flap | Table of Contents | First Pages | Back Flap | Back Cover | Surprise Me!
Some use an age distinction, starting the cutoff at fifty or fifty-five. Read the first page Key Phrases - Capitalized Phrases (CAPs): (learn more)
Larry Klein, Certified Financial Planner, United States, Registered Investment Advisor, Rocking the Ages, American Demographics, Bay Area, Certified Senior Advisor, Segmenting the Mature Market, Herschel Gordon Lewis, Joe Smith, John Jones New!
Concordance | Text Stats Browse Sample Pages:
Front Cover | Front Flap | Table of Contents | First Pages | Back Flap | Back Cover | Surprise Me!
Citations (learn more)
This book cites 6
books:
See all 6 books this book cites
3
books
cite this book:
- Segmenting the Mature Market by Doran J. Levy on 5 pages
- The Millionaire Next Door by Thomas J. Stanley on page 66
- Marketing Strategies for the Mature Market by George P. Moschis on page 10
- Long-Term Care by Dearborn Financial Services on page 136
- SPIN Selling by Neil Rackham on page 77
See all 6 books this book cites
- Get Slightly Famous: Become a Celebrity in Your Field and Attract More Business with Less Effort by Steven Van Yoder in Back Matter
- The Mega Producers: Secrets of Financial Services Superstars to Lead You to the Top by Steven Drozdeck in Back Matter
- How to Become a Million Dollar Producer: A Change in Your Paradigm by Larry Klein on page 37
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