Flourishing Longevity Coaching, Planning & Consulting for Financial Advisors
How do you want to create differentiation? One that infuses your life with vitality, joy, and passion as you accumulate more years? Today we stand at the edge of a LifeSpan revolution and longevity coaching can impact both you and your clients’ passion and mission for life, in both personal and professional relationships.
Aging is evolving, people are living longer than they expected. For many, this offers a unique opportunity for creation and reinvention rather than being stuck in a holding pattern of aging. The 3-month InvestInU Longevity Advisor Development program (ILADP) transforms legacy thinking into an intentional and potent roadmap of self-awareness leading to living with power and purpose.
“This is the Longevity equivalent of Wozniak and Steve Jobs being in the garage. That’s what it is. And that is the total fun side of it. They knew they were doing something big; we know we are doing something big. That’s fun, flat out fun”. CFP.
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The InvestInU Longevity Advisor Development Program (ILADP) for Financial Advisors
Our team provides redefined holistic training around longevity for financial advisors. The 3-month ILADP uses thought-provoking coaching and recognized competencies to provide Advisors with inspiration and new energy. We are your invaluable, trusted partner in this creative process to bring flourishing longevity to you and your clients.
“It’s a simple path to make it to a place that no one talks about. It’s like it’s an undiscovered land in our industry.” CFP.
“I’ve known these people for a long time but their way of being shifted, I think they were responding holistically from the heart as much as the head”. CFP” CFP.
“My clients have never been more connected than they are now”. CDFA
How is the Program Offered?
Over the course of 3 months, you’ll learn how to transform every situation into a growth opportunity with a differentiated focus on healthy aging based on emotional, physical, and financial health. This science-based innovative program is designed to transform how your clients see you. It provides you with a 21st Century Longevity Advising platform from which to progress using the best resources available. The program includes:
- A one-on-one introductory call with an expert InvestInU Coach to set the intentions and goals of your participation.
- A game-changing Virtual Advisory Panel seminar facilitated by the InvestInU Coach with you and ~10 of your clients selected by you.
- A one-on-one follow-up debriefing call within 24 hours of the workshop to establish your next steps.
- A two-month customized framework of accountability aligned for meaningful growth.
- One-on-one consultation to ensure a successful outcome from your participation in the course.
There is no exam, success comes from your commitment to the process of optimized aging based on decision science, supported by InvestInU.
“You help the advisor with a specific process of introducing longevity planning. You do so in a way that is inspirational and emotional to connect to the subject.” CFP.
“Rather than saying here are your tools, tell me how it goes, you lead the first workshop. I was able to watch you lead it and be a participant. I was able to see the tools that you developed that I could use in the future. The end result was inspirational and emotional not only for the other participants (clients) but for me as well.” CFP
The Benefits of Longevity Advising
Longevity Advising transforms the dialog between you and your clients, your family, friends, and acquaintances. Each relationship becomes deeper and more fulfilling, with conversations that spark extraordinary moments for all involved. Additional benefits include:
- Acts as a framework for multi-generational relationships
- It can be done virtually or experientially
- Raises the value of each experience through deeper human connections
- Delivers powerful growth
- Reduces stress and burnout
- Creates new ways of being
- Practice a growth mindset
- Learn agility and adaptability
- Increases resilience and self-compassion
“I’ve always hidden behind the numbers, now I don’t have to, I can meet them where it’s most important to them.” BFA
“In 22 years, I’d never had a referral from this client, they just gave me four.” CFP, BFA
Promoting Flourishing Longevity Behavior
In creating a new perspective and healthy habits, the ILADP helps you, the Advisor, set and achieve new goals, benefiting the quality of your life and your clients’ lives overall. Flourishing Longevity expands on the meaning of holistic planning, raising the quality of our coexistence not only with money but with each other, through first being more connected to our inner selves. Through Longevity Planning, your advisory skills will bring inspiration and energy, helping your clients become a more powerful and fulfilled version of themselves.
Would describe to a friend as “Unique”, “Thought-Provoking” and “Uplifting.” Client
“It was impactful – so much more of this is needed.” Client
“Thinking about it – (my future life) is now exciting.” Client
How Longevity Advising Can Help You Professionally
By creating a new perspective, you transform your client’s perspective. As they see an increased sense of purpose in their maturing life, it fuels inspiration for their possibilities. With deeper and more profound thinking, your business will be grounded on deeper relationships and accelerate opportunities for growth.
As a Longevity Advisor, you are empowered with tools to help your clients explore and redefine the changing dynamics of aging. With this differentiation, you can grow your clientele and elevate their experience, along with delivering noticeable results.
“My clients have never been more connected than they are now.” CDFA
“You have sharpened my Mission in life.” CFP
“You excel in helping teams to open up their eyes to the vision of longevity and the importance that plays in clients’ lives.” CIMA CFP
Breaking the Limitations of Aging with Longevity Planning
The LifeSpan and HealthSpan landscapes are changing, with little to help clients raise their enjoyment of the benefit of living younger longer. The ILADP is scientifically designed for progressive Advisors of ALL organizations and customized to meet the needs of your specific client culture across gender and generations. To discover more on how you can sharpen your Mission in life and achieve accelerated, healthy, exponential growth, schedule your appointment today!
