In the Service of Baby Boomers: A Seismic Mind Shift for Financial Service Providers

Davidson, Charlie
September 2005
CPA Journal;Sep2005, Vol. 75 Issue 9, p18
Academic Journal
Focuses on considerations for financial service providers in retirement planning for baby boomer population in the U.S. Factors that affect the retirement income of baby boomers, including the costs of health care; Challenges faced by financial advisors and institutions in the baby boomer market; Key aspect of a financial advisor's job in dealing with baby boomers; Benefits of a process-oriented consulting approach for advisors and baby boomers.


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