Register Below to Join this Free Webinar!
Mastering the Boomer-GenX Opportunity: Turn Social Security Expertise into a Client Acquisition Juggernaut
Wednesday, September 25 at 4:00 PM ET/1:00 PM PT
Are you challenged to consistently attract and convert high-value prospects, particularly among Baby Boomers and the growing Gen X pre-retirees? You're not alone.
Many advisors possess some technical Social Security knowledge but lack the systematic approach needed to leverage it for significant business growth.
Join our upcoming webinar to discover how you can transform your Social Security expertise into a powerful client acquisition system that grows your practice at the rate you desire. Here's what we'll cover:
- How to position yourself as a trusted Social Security expert and build credibility among affluent pre-retirees—the spiking tail end of the Boomer generation and the surging Gex Xers.
- Proven financial education marketing strategies that consistently outperform traditional methods, attracting $5 million to $20+ million in new assets annually.
- The secrets to running structured, effective discovery meetings that convert educated prospects into long-term, high-value clients.
- Tailoring your approach to meet the unique concerns of Generation X and unlock a new market of potential clients.
Don’t miss this opportunity to learn what tools and strategies will grow your practice consistently throughout 2025 and beyond.
Presenters:
Elaine Floyd, CFP®:
Director of Retirement and Life Planning at Horsesmouth Elaine is the author of "The Financial Advisor's Guide to Savvy Social Security" and "The Financial Advisor's Guide to Savvy Medicare." She is frequently quoted in leading publications including the Wall Street Journal and Kiplinger's Retirement Report.
Sean Bailey:
Editor in Chief of Horsesmouth, Sean has interviewed hundreds of advisors about "what's working" in their efforts to grow their businesses. He'll lead you through in-depth case studies examining the prospecting side of advising boomers about Social Security and financial education marketing.
Chris Holman:
Chris Holman PCC is Horsesmouth’s executive coach. His career in financial services spans 42+ years as a financial advisor, a national director of investments, and an executive coach. He is a Professional Certified Coach (PCC) with the International Coach Federation (ICF), and specializes in coaching financial advisors, leaders, and entrepreneurs.
