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Lisa Edgar: Unlocking the Over-50s Market
Manage episode 520474413 series 3594406
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In this Comprehensive conversation, our CEO Will Hale sits down with Lisa Edgar, Founder and CEO of The Big Window, this episode explores how customer motivations are changing, highlights the emotional and lifestyle goals driving financial decisions, and shows how advisers can connect advice to help clients live fuller, longer lives.
Chapters
1. Lisa Edgar: Unlocking the Over-50s Market (00:00:00)
2. Setting The Scene At Silverstone (00:00:05)
3. Lisa’s Work With Older Consumers (00:00:36)
4. Why The Over‑50s Market Matters (00:02:30)
5. Changing Wealth And Identity After 60 (00:04:33)
6. How To Engage Older Clients (00:06:03)
7. Trust As The Central Currency (00:07:24)
8. Spotting And Serving Vulnerability (00:08:24)
9. Comprehensive Conversations That Prepare Clients (00:10:55)
10. Cost‑Effective Insight For Small Firms (00:12:04)
11. Curiosity And The Growing Later‑Life Market (00:13:05)
12. Policy Shifts On Property And Care (00:14:23)
13. Toward A Fuller, Positive Older Life (00:16:22)
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