InvestInU Longevity Advisor Development:

In 2015 617m individuals were over age 65, by 2030 that figure will be in excess of 1 Billion. In the United States, 10,000 are now turning 65 every day and will do so for the next decade. There are many things that are not known in this world, however one certainty is that more amongst us are and will be older. This Longevity Bonus is creating an opportunity to differentiate the Advisory Practice in the marketplace while adding significant revenue and asset growth.

In the 15 years of being at the leading edge of change in the Financial Advisory industry, Jonathan Ainsley observed that there is a gap between what is often being delivered through Retirement / Financial Planning and the true need of the clients in the rapidly growing aging market. By pivoting towards a Longevity Consulting focus, Advisors are empowered with tools to help clients explore and redefine the changing dynamics and opportunities of aging over the coming decades.

Financially Planning clients to 90 and beyond is the reality for most Retirement Planners, however experience shows that many clients say ‘that’s not going to me’. The generally recognized pitfall of this is that clients might overspend and run out of money.

But what is the true cost to the client of this legacy mindset? With changing attitudes and technology, more people are living longer, yet for many their Longevity Bonus is being spent more in a holding pattern of aging rather than in creation or re-invention.

InvestInU Longevity Advisor Development has been developed for financial professionals who are committed to enriching their client experience within the changing landscape of aging. This training also creates the space to develop multi-generational relationships to support client growth and the retention of assets.

Curriculum:

In a 3 month period:

Step 1: A 1:1 introductory call with an InvestInU Coach to set goals and the intention of the engagement.

Step 2. A virtual Advisory Panel Workshop facilitated by the InvestInU Coach.

Step 3. A follow up 1:1 debrief call within 24 hours of the Workshop to establish the next steps.

Step 4. A two-month framework of accountability aligned to meaningful growth.

Step 5. A further 1:1 debrief to ensure the successful outcome from participation in the course.

There is no exam, success comes from the Advisor’s commitment to the process.

Course Benefits:

• Raises the value experienced by the Client through a deeper human connection.
• Increasing the engagement (and addition) of female clients.
• Creates a framework and focus for multi-generational relationships.
• Increases referability – delivering powerful growth.
• Retain more assets.
• Is delivered experientially and virtually.

Next Steps: Contact jonathan@investinu.me  or call/text 321 689 3094.