What if you could help your Clients think differently by having a conversation that causes an extraordinary moment with another Human Being?
It is not the kind of conversation you and I have ordinarily. It opens the door for a deeper relationship.
Longevity Consulting transforms the conversation and allows Wealth Managers to work with clients by delivering a deeper, more fulfilling (Client and Wealth Manager) Experience. Longevity Consulting is also the gateway to consistent growth.
- Life beyond 65 for many remains undefined – an undefined holding pattern of aging – golf, travel, etc, coupled with the idea that “I wont’t get to 100”. Many Wealth Managers report, ‘we plan our clients to 95/100 but they don’t believe it’. Longevity Consulting transforms the client perspective.
- That won’t really be me.
- I’m content with what I am doing (eg Golf for 25 years ??).
- I’m fearful.
- Your clients will get the following out of Longevity Consulting
- change of perspective on aging
- a growth mindset
- deeper and more profound thinking
- greater engagement with Advisor
- increased sense of purpose
- a new lease on life
- looking beyond finance
- inspiration for their own possibilities
- get hope back
- What this will mean to your business is
- deeper relationships
- growth opportunity (20x ROI)
- more open conversations
- increased personal satisfaction
- making a bigger difference
To learn more about the benefits of Longevity Consulting please email me at jonathan@investinu.me
mailto:jonathan@investinu.me 
WM = Wealth Manager / VoC = Voice of the Client / ROI = Return on Investment
#Longevity #WealthManagement #Livingto100 #FinancialAdvisors