This FREE introductory webinar describes the What, the Why & the How that Longevity Advising (for all adult age groups) is bringing to Financial Planning.
This 3-month InvestInU White Glove Introduction to Longevity Advising Development Program provides you, the Advisor, with hands on state of the art training and methodology to grow and add value to your practice by meeting an unmeet need of significant importance to your clients.
Created through thousands of conversations with Planners AND their Clients, this Program covers the Flourishing side of Longevity. It is an experiential, interactive program comprised of 6 modules.
This state of the art course includes instructional videos, worksheets and guided exercises.
For the 21st century financial planner, longevity planning is the new fiduciary standard for clients. It will become increasingly impossible to claim to be a fiduciary without a practice firmly grounded in longevity planning.
In the words of a CFP Trainer “I believe in Financial Advisors heads they are having this conversation, but they are really not”.
The InvestInU Methodology raises the Fiduciary standard to a proficiency not being trained by other programs.
Created through thousands of conversations with Financial Planners AND their Clients, this Workshop covers the Flourishing side of Longevity bringing inspiration and energy to participants beyond the realm of finance.
An introduction on how to get the most from this simple yet powerful platform. To quote one Raymond James CFP who used InvestInU, "I can see all 9,000 Raymond James Advisors using InvestInU with their clients".
As a result of the paradigm shifts created by the Introduction to Flourishing Longevity Workshop, clients have asked for more. This follow up workshop helps participants to identify our Natural Essence (we call it ME 1.0), make more informed choices about how they are aging and create an intentionality towards their Purpose and Calling within this expanded context of what might be possible.
This Workshop is suitable for all age groups but may also be channeled into “Avoiding Mid-Life Crisis Workshop” for those in their 40’s and 50’s and a “Making a Difference Workshop” for those under 40.
We are all born with talents, how effectively do you use your’s? As a Gallup Certified StrengthsFinder Coach, Jonathan delights at working with teams to utilize their Strengths both at a personal and Team level.
A Live 20 minute ‘TED’ talk review of the 3 revolutions that are impacting our Longevity, painting a broader, thought provoking context for engaging both personally and in a workplace environment.
Safe Conversations Transforms Organizations. Objection To Difference Is The Source Of Conflict. Safe Conversations develops a simple process of taking turns talking and listening in a structured way that creates safety in relationships using clinical principles to teach us how to talk without criticism, listen without judgment, and truly connect beyond our differences.
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