The Fiercely Independent
- Values self-reliance
- Resistant to interference
- Can view an offer of help as a threat to autonomy
Approach
- Emphasize how fraud prevention helps to maintain independence
- Present information as an "FYI" rather than advice
- Ask for their expertise: "What precautions would you recommend to your friends?"
Example opener: "Mom, I know you've always been great at managing your finances. I recently read about some new scams targeting retirees. What would you suggest people do to protect themselves?"
The Worrier
The Trusting Soul
The Tech-Savvy Senior