No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
The new generation of grandparents has more money and is proud of their largesse. Here's how to win college-planning business from baby-boomer grandparents and earn the respect and trust of the next generation in the process.
Your baby-boomer clients are becoming grandparents. That means they're going to need help funding the grandkids' tuition and dealing with other financial planning matters. Here's how to foster a relationship with boomer grandparents to capture more business from them and their families.
Want to stand out from the crowd of advisors targeting seniors? Zero in on grandparents—and attract them by showing you understand what really matters to them.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025