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According to actuaries, you and your clients are underestimating how long you are going to live.
Therefore, most people don’t plan properly, and most financial advisors aren’t even aware of this.
This interview with Marc Pace – Founder of the Vital Longevity Institute – has two parts:
- Part 1 – Why most people (advisors included) underestimate their life expectancy, and how you can use this new awareness to better serve your clients.
- Part 2 – How you can use this new knowledge to grow your business.
Mark and Bill discuss:
- The history of the origins of retirement and what that means to you and your clients.
- A story of a nine-year-old running the wrong race serves as a metaphor for how most people have the wrong goals and expectations in life (and financial planning).
- The unique traits and habits of individuals who live to be 105 years or older.
- How the act of seeking and striving, as well as a sense of purpose, can extend the years of your life and the life of your years.
- The adjustments you’ll want to make in how you approach planning.
- The Vital Line program for financial planners, which includes coaching and consulting services to help them change their perception of aging.
- CASE STUDY: How belief-modifying techniques, like the “Possibilities Explosion” tool, significantly boosted a financial advisor’s seminar success.
- …And more!
Related: Heating Up Cold Prospects: Strategies for Effective Outreach