Tie into the #1 concern of Affluent Boomers—their health. Create marketing around the bundling of their physical and financial health. For example, you could put together a health care kit that you give people when they allow you to check on the health of their finances.
A finger oxygen monitor, which many people have become familiar with during the Covid pandemic, only costs $11.99 at Walmart. A digital blood pressure monitor costs as low as $16.65 at Walmart. So, for around $30 you have created a great little health perk for anyone that wants you to give their finances a 2nd opinion!
People love getting “things”. Anyone that has had a booth at a Senior Expo, can attest to that.
Why not leverage their love for things with their #1 concern, to create a novel marketing tool.