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Boomer Market Advisor Business Mailing List

Boomer Market Advisor provided real-world case studies and sales and marketing strategies that advisors needed to succeed with the demands of their boomer clients.

SEGMENTS SELECTS

38,311 Total Universe / Universe Rate $180.00/M
38,311 Former Subscribers $180.00/M

DESCRIPTION

Published by Summit Professional Networks, an ALM Business

"The Boomer Retirement Experts"

Boomer Market Advisor reached the industry's leading financial advisors. They were producers who were licensed and/or certified advisors with the unique opportunity of providing boomers, the most lucrative group of customers, with age appropriate financial and insurance products. These advisors were 100% concentrated on the boomer audience and had median assets under management of $87 Million with the minimum assets under management being $10 Million.

 

This publication provided real-world case studies and sales and marketing strategies that advisors needed to succeed with the demands of their boomer clients. Boomer Market Advisor provided a deep understanding of the ever-changing financial needs of baby boomers by educating them on new and effective products, highlighting best practices for building and retaining clients for this independent audience.

PROFILE

  • 		
    Number of Employees   (20.00/M)
    1 to 4	2,949
    5 to 9	956
    10 to 19	796
    20 to 49	1,002
    50 to 99	571
    100 +	420
    
    	
    Sales Volume   (20.00/M)
    Under $500,000	3,085
    $500,000 to $999,999	539
    $1,000,000 to $4,999,999	748
    $5,000,000 +	445
    
    	
    Job Title   (20.00/M)
    Fin Planner/Advisor	18,023
    RIA	3,084
    Stockbroker	1,568
    Insurance Agent	4,549
    Sales Mgmt/Wholesale	1,035
    Independent Broker/Dealer	3,919
    Wirehouse Broker/Dealer	1,518
    Registered Investment Advisor	1,670
    Other	2,419
    
    	
    Total Asset Management   (15.00/M)
    Less than $10 Million	6,927
    $10 Million - $24.9 Million	6,554
    $25 Million - $49.9 Million	5,382
    $50 Million - $99.9 Million	4,268
    $100 Million or more	4,196  

 

ORDERING INSTRUCTIONS

 

Gender/Sex $10.00/M
Number of Employees $20.00/M
Sales Volume $20.00/M
Job Title $20.00/M
SCF $15.00/M
State $15.00/M
Zip $15.00/M
Total Asset Management $15.00/M

ADDRESSING

Key Coding $3.50/M
P/S Labels $15.00/M
Run Charges $10.00/M
Email $100.00/F