How to Add Value for Clients Who Are “Never Moving”

Boomers aging in place? Katie Lucie shares a strategy to add value and build lasting relationships. Learn how this simple direct mail campaign can generate high-value leads.
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TEAM LEADERS: SCALE PAST $100M

Join Byron Lazine, Tom Toole, Lisa Chinatti, George Laughton, Amy Stockberger, Gino Blefari, Luke Acree, and top team leaders at BAM Camp: Team Leaders, September 22–23 in Scottsdale. This intimate, two-day workshop is built to help you scale your team, increase profit, strengthen leadership, and leave with a clear 90-day action plan. Get your ticket before it sells out →

“Boomers aging in place” was not part of my business plan.

In 2020 I made a 5-year plan. A huge part of that was dominating my geographical farm, which is primarily boomers. So, if they are not selling their homes, what do I do now? How do I add value to these homeowners, accepting today’s reality that the vast majority claim they are “never moving”?

They tell me I can “sell their house when they die” and that may happen in the future. But the truth is these homeowners can refer me to their spheres or sell investment properties. Unfortunately, health and financial considerations later in life sometimes force people to change their plans, and that’s when a strong relationship really matters.

Never Moving?

So, I made a direct mail piece focusing on serving the homeowner who is “never moving.” This perspective is unique for a real estate professional and is the ultimate long-game play. But I love the long game—and this one mailer got me an appointment with a homeowner who owns over $2 million in property.

Never moving? Direct mail
The piece has a hook to capture their attention, immediately resonates with these homeowners and prompts them to consider placing their home in a living trust. 

On the mailer, I shared that doing this now will save their kids stress, time and thousands of dollars by avoiding probate. I also included a two-part CTA. 

The main CTA was to scan a QR code to access a free guide to why homeowners should place their homes in a living trust. This QR code directed them to my Linktree, where I captured their email address and provided the downloadable PDF guide. Want a template of the guide? Get it here.

Download Now

The secondary CTA was to attend an upcoming seller seminar I hosted.

This piece did well with 12 QR code scans and two attendees came to my seller seminar. It also landed me one appointment with an opportunity to sell two properties.

Rethink Your Value-Add

The fact that many boomers in my farm are determined to stay put required me to rethink how I can add value to them. By creating a direct mail piece that caters to homeowners who are “never moving,” I’m doubling down on the long-game approach to real estate marketing. 

This mailer, with its focus on the benefits of placing homes in a living trust, not only captured the attention of my target audience, but it also proves that I am truly focused on serving them. 

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About the Author

Katie Lucie is a hyper-local expert who serves with a community-focused, value-first approach. As a mother of three young kids, she is passionate about helping young moms get clarity and find success in the tiniest pockets of the day by developing a strategy that feels authentic and confident through vision, time management, personal branding, and long-term tactical plans in the real estate industry.

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