• ENGAGE:BOOMERS
    5 Ways Boomers Are Rewriting Retirement
    Earlier this month in Boston, my team and I attended the 2015 Annual Meeting and Expo for LeadingAge, a nonprofit organization whose mission is to expand the world of possibilities for the aging. This year's theme was "Be the Voice," which aligns with the fields needing to change along with the Boomers entering retirement. I wanted to share a few key themes I heard from keynote speakers and in conversation with conference participants.
  • ENGAGE:BOOMERS
    The Burden To Unload
    Can you hear it? Seventy-six million boomers are cleaning out their closets.
  • ENGAGE:BOOMERS
    To Capture Boomer Wealth, Banks Need To Think Differently
    The total amount of wealth in the U.S. is expected to grow from $72 trillion today to $120 trillion by 2030. Boomers currently hold $36 trillion in wealth that needs a home and proactive management. The big investment companies have been all over the Boomer market for years with specific campaigns. They have deployed aggressive marketing programs and online/offline educational content to help Boomers make informed decisions about their retirement planning and wealth management. And, to build long-term customer relationships.
  • ENGAGE:BOOMERS
    Baby Boomers Are Noticing How You're (Not) Speaking to Them
    Anyone whose business involves selling something can tell you there is no shortage of information and research about connecting with millennials. But as millennials capture marketers' attention, 75 million influential customers between the ages of 51 and 69 are out there ready to spend. Our research shows that marketers today are either speaking to Baby Boomers ineffectively or ignoring them altogether and the impact is so profound that Boomers themselves are taking notice.
  • ENGAGE:BOOMERS
    Connecting With Boomers Requires Empathetic Connections
    Empathy is the most important ingredient in lasting relationships. We all want to be understood by those who want to sell us something. When we think we are not understood, we erect defenses against those trying to connect with us or try to sell us something.