The Gen X population is continually incorporating a new challenge into their financial situation – from advances in their careers, upgrades to their homes, to support for their aging parents, and sending kids to college.
They are planners and want to feel assured that they will be able to live the lifestyle they desire into retirement. Provide these clients with multiple options to consider as you engage in their retirement conversations. Depending on their life circumstances, they might be ready for early retirement. Using the right tools and conversation starters, you can help educate them on options to consider for their optimal plan.
They make decisions based on facts, data, and reviews.
Support their educational needs and substantiate your claims with data, stats, and research by offering a variety of non-biased sources
They prefer to be in the drivers set making decisions.
Offer multiple scenarios and consider worst case scenario options that offer a way out for maximum control.
They are very practical and prefer quick results.
Be brief, be brilliant, be gone, meaning be efficient and don’t waste their time -focus on results.
They are big online buyers.
Use technology to empower decision making; provide online education, tools, test drives, etc.