There are thousands of financial advisors, brokers and financial planners in the marketplace. To be successful, financial advisors need to stand out from the crowd. How does a financial advisor stand out?
Can you offer clients and prospects something unique? Can you focus your outreach efforts on answers for consumer’s most pressing financial concerns?
Many people are concerned about the new tax laws and how they will be affected. This is your opportunity to target specific groups of people who fall into very select categories and educate them.
Financial Advisors should consider these Unique Groups to Stand Out from The Crowd
Rolling Stones Fans are Annuity Buyers
The sole sponsor for the 2019 Rolling Stones NoFilter Tour is the Alliance for Lifetime income. They are an advocacy organization whose purpose is to help Americans address the risk of outliving their retirement income. The group is a nonprofit with 24 financial service companies as members. The companies include AIG, Allianz, Axa, Goldman Sachs, Prudential, State Street and TIAA.
Jean Statler, executive director at the Alliance for Lifetime Income, says concert attendees and annuity buyers are the same people. They are 45-72 year olds with high net worth or investable assets between $75,000 and $2 million.
If you want to reach this group without sponsoring the tour, we can help you reach them.
People Who Own More Than One Home
They may be snowbirds, real estate investors, landlords or home collectors, but there are over 3.5 million individuals who are in this category. With new depreciation recapture rates, federal capital gain taxes and net investment income tax, many investors are highly concerned about these investments.