for business

 Created through thousands of conversations with Retirement Planners AND their Clients, this Inspiring and Energizing Workshop is highly interactive and places a focus on the 

FLOURISHING side of Longevity. 

Perfect for businesses looking for a powerful client or motivational team event. 

$500 to $5,000 

A 3-month White Glove training program to master delivering Flourishing Longevity Advising. 

For those seeking to take retirement or financial planning to the next level.  

Providing 1:1 hands-on, state of the art training and methodology.

$5,000.00

 The 6 Module Program sets a new mental landscape transforming the advice provided to clients and will align to the next step of (yet to be recognized) CFP core principles. 

You will be trained to deliver Advice that inspires and energizes, that will deepen relationships in a way no other program does.

The FLA also helps the many Advisors who are themselves 'stuck', uncertain of their own Flourishing Longevity. Modules 1 & 2 alone will clear that blockage. 

The FLA is also a wonderful on-ramp for the next Gen who lack market tenure, as they discover the power of connecting with clients in a way that is more meaningful than the traditional financial advice model.

This state of the art course includes instructional videos, worksheets and guided exercises. It requires a commitment to excellence and comes with 10 hours of CFP CE credit.

$997.00