NAIFA-FL Conference

Heard today at the NAIFA-FL 78th Career Advancement Conference and Expo:

• “…advisors are in the business of learning and sharing learning with others”
• Hallmark now prints birthday cards celebrating 100 years old
• Key to longevity: avoiding rather than surviving disease
• By the year 2030, 20% of the population will be 65
• Weekly and daily headlines are rich with relevant examples for boomer health and financial security issues – make better sales materials than data sheets
• Boomers have more likelihood of needing long term care and options for retirement income than previous generations.
• Don’t be afraid to share personal stories and examples with clients

Advisors who are able to reach out, connect on a personal level and become the expert who confidently advises clients, have a fantastic opportunity in today’s unprecedented times of change.

How prepared are you for the challenging conversations in your practice?