If you were to examine your client list, how many of your clients would fall into the category of baby boomers? And how many of those baby boomers are financially prepared for retirement? Chances are, you would find a great majority of baby boomer clients are not well-prepared for the future. Even if they were on a good path for financial planning, economic downturn, reduction in housing values, unexpected medical events, and other surprises might have thrown these clients off course. All is not lost!
We have tips for you on how you can help your clients weather the financial storm.