At #MSUM22 Marie Swift chats with Jonathan Ainsley of InvestinU about the client experience and howto effectively deliver their message.
Financial professionals can find out exactly what their clients want by offering and facilitating client workshops. Jonathan Ainsley, CEO of InvestInU shares how this very unique learning experience is the key to transforming your longevity-planning advice.
January 26, 2023
5:30 PM - 7:00 PM
Virtual Meeting via Zoom
Kick-off your 2023 with this fun and interactive session on "Flourishing” Longevity for You and Your Clients.
It’s not easy to shift your mindset on the type of advice you offer clients. Jonathan Ainsley, CEO of InvestInU discusses how financial professionals need to be intentional when transforming into a longevity planning practice.
Inspiring clients to envision healthy, happy lives as future centenarians is good for advisors too, says this longevity thought leader.
This article features Jonathan Ainsley.
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