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Is Anyone Niched in the Baby Boomer Market?

Artie Bernaducci

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Apr 2, 2018
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My financial practice has been niched in the Baby Boomer market now for over 10 years - specifically those of us between 60-66.

I have added value in different ways that I see that other advisors haven't yet (as a whole) like educational seminars, topical articles, blogs, client events, webinars, reward programs, monthly hard copy newsletters (yes mailed - NOT emailed), etc.

That is all well and good. However, I am banging my head against the wall trying to find really unique ways to add more value to their lives.

If you are in this niche, please give some input on things you have found beyond the list I have mentioned - or maybe a better way to enhance those things.

Thanks very much!
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Jun 22, 2012
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Start sending them information regarding housing. Most of them will be making new living arrangements surrounding housing.

MJ DeMarco

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Jul 23, 2007
My financial practice has been niched in the Baby Boomer market now for over 10 years - specifically those of us between 60-66.

They haven't told you what they yearn for? The best way is to simply ask them. And since you have access to them, why not ask?

I know a lot of Boomers don't like the technology changes and conversely, a lot are confused by it.

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