Become the In-Demand Financial Professional Your Clients Need — By Going Beyond the Numbers

Stay relevant in an increasingly tech-driven, competitive world with this step-by-step blueprint that shows you exactly how to deliver more value to your clients, so you can shift from an outdated generalist to an in-demand Longevity Advisor in only 6 weeks.

Become the In-Demand Financial Professional Your Clients Need — By Going Beyond the Numbers

Stay relevant in an increasingly tech-driven, competitive world with this step-by-step blueprint that shows you exactly how to deliver more value to your clients, so you can shift from an outdated generalist to an in-demand Longevity Advisor in only 6 weeks.

Approved for 10 Hours of CFP Continuing Education Credit.

Developed in collaboration with advisors at:

Registered 
Investment Advisors
Merrill Lynch
Ameriprise 
Raymond James
Royal Bank 
of Canada

Developed in collaboration with advisors at:

Registered 
Investment Advisors
Merrill Lynch
Ameriprise 
Raymond James
Royal Bank 
of Canada

“I feel like I’m swimming against the current of tech and competition. I can’t keep doing what I’ve always done and stay relevant.” 

It used to be clear what your role as a financial advisor was.

You advised clients on how to have enough money to survive until they passed away —

Now, it’s not so cut and dried.

As a financial professional, you’re competing with not only your peers, but advanced technology cutting into your client base.

But the biggest threat to your relevance isn’t tech or the financial professional next door…

Your biggest threat is changing expectations.

More and more people are living longer than expected, and are developing different expectations for this chapter of their lives.

That means your clients are developing different expectations for you as a financial professional and the advice they are seeking.

COVID-19 has accelerated clients that are looking for more.

Clients want more than someone who can run the numbers and crank out a plan — after all, the algorithms can do this.

Your clients want more — and so do you.

So, how do you differentiate yourself from the competition, strengthen your relationships with clients, and build your referral-based business?

“I feel like I’m swimming against the current of tech and competition. I can’t keep doing what I’ve always done and stay relevant.” 

It used to be clear what your role as a financial advisor was.

You advised clients on how to have enough money to survive until they passed away —

Now, it’s not so cut and dried.

As a financial professional, you’re competing with not only your peers, but advanced technology cutting into your client base.

But the biggest threat to your relevance isn’t tech or the financial professional next door…

Your biggest threat is changing expectations.

More and more people are living longer than expected, and are developing different expectations for this chapter of their lives.

That means your clients are developing different expectations for you as a financial professional and the advice they are seeking.

COVID-19 has accelerated clients that are looking for more.

Clients want more than someone who can run the numbers and crank out a plan — after all, the algorithms can do this.

Your clients want more — and so do you.

So, how do you differentiate yourself from the competition, strengthen your relationships with clients, and build your referral-based business?

By investing in your own personal growth and development, and shifting your focus from the narrow “enough money to survive” track, to the Inspirational Flourishing Longevity Track.

This shift will not only push you into a blue ocean of high demand/low competition, it will energize you to change your outlook on your own life and longevity.
Before we talk about how to make this shift, let’s look at the numbers behind the changing landscape of financial planning…

We’re Living Longer and Want More Out of Life Than Just Getting By

For a 65 year old couple, there is now a 50% chance that one spouse will live to 94
In the U.S., 10,000 people are now turning 65 every day and will do so for the next decade.
In 2015, 617 million individuals were over age 65. By 2030 that figure will be in excess of 1 billion.

The stats don’t lie. We are now in the midst of a Revolution in Aging with more and more people living longer than they expected and (accelerated by COVID-19) recognizing they want to get more from it. So, why hasn’t the profession shifted to meet these new demands and benefit from the opportunity?

By investing in your own personal growth and development, and shifting your focus from the narrow “enough money to survive” track, to the Inspirational Flourishing Longevity Track.

This shift will not only push you into a blue ocean of high demand/low competition, it will energize you to change your outlook on your own life and longevity.

 
Before we talk about how to make this shift, let’s look at the numbers behind the changing landscape of financial planning…

We’re Living Longer and Want More Out of Life Than Just Getting By

For a 65 year old couple, there is now a 50% chance that one spouse will live to 94.
In the U.S., 10,000 people are now turning 65 every day and will do so for the next decade.
In 2015, 617 million individuals were over age 65. By 2030 that figure will be in excess of 1 billion.

The stats don’t lie. We are now in the midst of a Revolution in Aging with more and more people living longer than they expected and (accelerated by COVID-19) recognizing they want to get more from it. So, why hasn’t the profession shifted to meet these new demands and benefit from the opportunity?

The 3 REAL Reasons You’re Not Evolving as a Financial Professional

The 3 REAL Reasons You’re Not Evolving as a Financial Professional

Reason 1:

You’re doing what you’ve always done.

As a financial planner, your role was clear — help your client plan, so they had enough money to make it until the end of their life using actuarial tables. But what if that life is much longer than anticipated? What if your clients want more out of life than just enough money to make it?

The truth is, there’s a huge gap between what is being delivered through Retirement and Financial Planning and the true needs of clients in the rapidly evolving aging market. Life spans are increasing, and the mindsets about aging are evolving. If you keep doing what you’ve always done, you’ll get left behind.

Even if you’ve been practicing the same way for decades, you can still change your approach to better serve your clients — starting today.

Reason 2:

You’re boxing yourself into a narrow lane.

It’s completely understandable because that’s what you’ve been taught. Focus on the numbers, analyze investment performance, and create a financial plan — even if you know deep down that plan could be outdated within a day.

The new paradigm is deepening client relationships by going way beyond numbers to become an advisor on how the client can flourish for the rest of their life. It’s a new type of holistic approach that puts the client’s wellbeing and enjoyment of life – within this revolution of aging – at the center.

Even if you’ve never considered the possibility of advising beyond the numbers, the time to evolve to meet client demand is now. It’s time to discover the power of hearing “You really get me”.

Reason 3:

You believe staying up-to-date in marketing trends will help you stay relevant.

To some extent, you’re right. As a financial advisor, you must know how to get in front of your potential clients on a regular basis to keep your pipeline full. And with quickly changing trends, it’s smart to keep up.

The fact is, the real needle mover in your business is much more personal than you think. It’s all about your client relationships and how you add value to their lives. When you shift your focus to longevity planning, you instantly become a beacon in a sea of competition.

Even if you’ve had success with your outbound marketing efforts, you’ll discover that warm referrals are the easiest and best way to build your client base.

By now, you may be wondering if you have to go back to school to get this edge on your competition.

Reason 1:

You’re doing what you’ve always done.

As a financial planner, your role was clear — help your client plan, so they had enough money to make it until the end of their life using actuarial tables. But what if that life is much longer than anticipated? What if your clients want more out of life than just enough money to make it?

The truth is, there’s a huge gap between what is being delivered through Retirement and Financial Planning and the true needs of clients in the rapidly evolving aging market. Life spans are increasing, and the mindsets about aging are evolving. If you keep doing what you’ve always done, you’ll get left behind.

Even if you’ve been practicing the same way for decades, you can still change your approach to better serve your clients — starting today.

Reason 2:

You’re boxing yourself into a narrow lane.

It’s completely understandable because that’s what you’ve been taught. Focus on the numbers, analyze investment performance, and create a financial plan — even if you know deep down that plan could be outdated within a day.

The new paradigm is deepening client relationships by going way beyond numbers to become an advisor on how the client can flourish for the rest of their life. It’s a new type of holistic approach that puts the client’s wellbeing and enjoyment of life – within this revolution of aging – at the center.

Even if you’ve never considered the possibility of advising beyond the numbers, the time to evolve to meet client demand is now. It’s time to discover the power of hearing “You really get me”.

Reason 3:

You believe staying up-to-date in marketing trends will help you stay relevant.

To some extent, you’re right. As a financial advisor, you must know how to get in front of your potential clients on a regular basis to keep your pipeline full. And with quickly changing trends, it’s smart to keep up.

The fact is, the real needle mover in your business is much more personal than you think. It’s all about your client relationships and how you add value to their lives. When you shift your focus to longevity planning, you instantly become a beacon in a sea of competition.

Even if you’ve had success with your outbound marketing efforts, you’ll discover that warm referrals are the easiest and best way to build your client base.

By now, you may be wondering if you have to go back to school to get this edge on your competition.

The Good News Is You Can Shift to a Brand New Role as a Longevity Advisor Without Going Back to School

It’s simple, but it requires you to want to change the way you view aging, your relationships with your clients, and your role as a financial professional.

The truth is, many of your fellow financial advisors will read through this page and choose not to take the next step because it’s too difficult to change. That’s even better news for you because the herd of competition is thinning.

When you specialize in longevity planning, you can expect to:

Rise to the top over the generalists competing only on the basis of financial planning — enough money to get by until death.
Build deeper, value-driven relationships with your existing clients and create a pipeline of warm referrals.
Reframe how you look at your own life — how do you want to participate in and benefit from the revolution in aging?

The real win is for your clients, who have you by their side as they embark on the next 10, 20, 30 years of their life lit up with a plan to flourish. The bottom line is, the world has changed. Your clients have changed. COVID-19 has accelerated that change. It’s time for your role to catch up. Let me show you how.

The Good News Is You Can Shift to a Brand New Role as a Longevity Advisor Without Going Back to School

It’s simple, but it requires you to want to change the way you view aging, your relationships with your clients, and your role as a financial professional.

The truth is, many of your fellow financial advisors will read through this page and choose not to take the next step because it’s too difficult to change. That’s even better news for you because the herd of competition is thinning.

When you specialize in longevity planning, you can expect to:

Rise to the top over the generalists competing only on the basis of financial planning — enough money to get by until death.
Build deeper, value-driven relationships with your existing clients and create a pipeline of warm referrals.
Reframe how you look at your own life — how do you want to participate in and benefit from the revolution in aging?

The real win is for your clients, who have you by their side as they embark on the next 10, 20, 30 years of their life lit up with a plan to flourish. The bottom line is, the world has changed. Your clients have changed. COVID-19 has accelerated that change. It’s time for your role to catch up. Let me show you how.

Hi, I’m Jonathan Ainsley,

I’ve invented this work on Longevity Advising based on thousands of conversations with financial professionals AND their clients.

With more and more people living longer than they expected, few are receiving meaningful advice to help them make the most of it. There is a massive opportunity for financial professionals to benefit from and participate in this revolution of aging – both for themselves and their clients — adding value to their clients’ lives, while increasing their own revenue and assets.

The old paradigm of planning finances beyond 65 just doesn’t make sense anymore when more and more people are living well into their 90’s. They want help to aim high.

In the last 15 years of being at the leading edge of change in the Financial Advisory industry, through thousands of conversations consulting with financial professionals and meeting their clients, I’ve seen the gap between what is being delivered through Retirement and Financial Planning and the true needs of clients.

Your clients are living longer, and their mindset about aging is shifting. Gone are the days of scraping by and time filling after retirement. Your clients are here to LIVE every day, not fear about the bitter end.

The new paradigm is pivoting towards a Longevity Advising focus, so you are empowered with tools to help clients explore and redefine the changing dynamics and opportunities of aging over the coming decades with a focus on Flourishing.

I’ve taken the insights I’ve gained about Longevity Advising and turned it into a 6-week blueprint to show you exactly how to reframe your mindset on aging and powerfully shift your role as a financial professional.

Hi, I’m Jonathan Ainsley,

I’ve invented this work on Longevity Advising based on thousands of conversations with financial professionals AND their clients.

With more and more people living longer than they expected, few are receiving meaningful advice to help them make the most of it. There is a massive opportunity for financial professionals to benefit from and participate in this revolution of aging – both for themselves and their clients — adding value to their clients’ lives, while increasing their own revenue and assets.

The old paradigm of planning finances beyond 65 just doesn’t make sense anymore when more and more people are living well into their 90’s. They want help to aim high.

In the last 15 years of being at the leading edge of change in the Financial Advisory industry, through thousands of conversations consulting with financial professionals and meeting their clients, I’ve seen the gap between what is being delivered through Retirement and Financial Planning and the true needs of clients.

Your clients are living longer, and their mindset about aging is shifting. Gone are the days of scraping by and time filling after retirement. Your clients are here to LIVE every day, not fear about the bitter end.

The new paradigm is pivoting towards a Longevity Advising focus, so you are empowered with tools to help clients explore and redefine the changing dynamics and opportunities of aging over the coming decades with a focus on Flourishing.

I’ve taken the insights I’ve gained about Longevity Advising and turned it into a 6-week blueprint to show you exactly how to reframe your mindset on aging and powerfully shift your role as a financial professional.

Flourishing Longevity: The New Role of The Financial Advisor

A 6-week blueprint developed from insights gained through thousands of conversations with Advisors and their clients. A collaboration with financial professionals who want to stay relevant and offer their clients more in an increasingly tech-driven, competitive world by delivering Flourishing Longevity to their clients, and shifting from a generalist to an in-demand Longevity Advisor.

As part of Flourishing Longevity: The New Role of The Financial Advisor, you’ll receive:  

6 Video Training Modules

Downloadable Worksheets + Tools

Lifetime Access to Course

Flourishing Longevity: The New Role of The Financial Advisor

A 6-week blueprint developed from insights gained through thousands of conversations with advisors and their clients. A collaboration with financial professionals who want to stay relevant and offer their clients more in an increasingly tech-driven, competitive world by delivering Flourishing Longevity to their clients, and shifting from a generalist to an in-demand Longevity Advisor.

As part of Flourishing Longevity: The New Role of The Financial Advisor, you’ll receive:  

6 Video Training
Modules

Downloadable 
Worksheets + Tools

Lifetime Access
to Course

MODULE ONE

Introduction: Why Flourishing Longevity + You

In this module, you’ll discover why Flourishing Longevity is the new model for aging and start to identify how it applies to your life and business. By the end of this module, you’ll begin to understand how to apply the Longevity Framework to your own life, and how you and your clients can benefit from it.

We’ll dive into:

  • We will begin to set goals for participating in the course, talk about how to be successful from the course, and set accountability by calendaring
  • Why Flourishing Longevity is the new direction of the financial planning industry — the opportunity and challenges for you as a professional 
  • How to apply the Longevity Framework to your own life first — and reframing your role in the context of 100 years versus 65
  • We will explore how YOU want to benefit from and participate in the Revolution of Aging

You’ll use the following tool:

  • Flourishing Longevity Journal + Reflection - You’ll record your biggest aha moments from Module 1, and begin to reflect on where you stand on the Longevity Framework.
  • Operational Best Practices Worksheet - You'll set your intentions, aligned with your goals & commitment to the program to significantly increase your likelihood of success

MODULE ONE

Introduction: Why Flourishing Longevity + You

In this module, you’ll discover why Flourishing Longevity is the new model for aging and start to identify how it applies to your life and business. By the end of this module, you’ll begin to understand how to apply the Longevity Framework to your own life, and how you and your clients can benefit from it.

We’ll dive into:

  • We will begin to set goals for participating in the course, talk about how to be successful from the course, and set accountability by calendaring
  • Why Flourishing Longevity is the new direction of the financial planning industry — the opportunity and challenges for you as a professional 
  • How to apply the Longevity Framework to your own life first — and reframing your role in the context of 100 years versus 65
  • We will explore how YOU want to benefit from and participate in the Revolution of Aging

You’ll use the following tools:

  • Flourishing Longevity Journal + Reflection - You’ll record your biggest aha moments from Module 1, and begin to reflect on where you stand on the Longevity Framework
  • Operational Best Practices Worksheet - You'll set your intentions, aligned with your goals & commitment to the program to significantly increase your likelihood of success

MODULE TWO

Building Your Future, Step by Step

In this module, you’ll experience the power of the Flourishing Longevity Vision — both for you and for your clients. By the end of this module, you’ll begin to form a detailed, inspiring vision to pull you forward on the path to age 100.

We’ll dive into:

  • Defining Flourishing Longevity — and the 4 key factors that are the foundation to healthy aging
  • How to see the opportunities inherent with the new paradigm — planning for a flourishing 100 years
  • Creating your own Flourishing Longevity Vision and why it’s critical that you do this first before working with your clients
  • How to set your direction by placing a focus on the key drivers towards healthy aging

You’ll use the following tools:

  • Flourishing Longevity Worksheet - You’ll look at your current state of satisfaction in each area of the Flourishing Longevity Framework, create action steps to improve your scores, and develop a framework of accountability to deliver powerful results.
  • Best Practices Sheet - Where you’ll learn exactly what you can be doing in each area of the Flourishing Longevity Framework

MODULE TWO

Building Your Future, Step by Step

In this module, you’ll experience the power of the Flourishing Longevity Vision — both for you and for your clients. By the end of this module, you’ll begin to form a detailed, inspiring vision to pull you forward on the path to age 100.

We’ll dive into:

  • Defining Flourishing Longevity — and the 4 key factors that are the foundation to healthy aging
  • How to see the opportunities inherent with the new paradigm — planning for a flourishing 100 years
  • Creating your own Flourishing Longevity Vision and why it’s critical that you do this first before working with your clients
  • How to set your direction by placing a focus on the key drivers towards healthy aging

You’ll use the following tools:

  • Flourishing Longevity Worksheet - You’ll look at your current state of satisfaction in each area of the Flourishing Longevity Framework, create action steps to improve your scores, and develop a framework of accountability to deliver powerful results
  • Best Practices Sheet - Where you’ll learn exactly what you can be doing in each area of the Flourishing Longevity Framework

MODULE THREE

Building Stronger Relationships with Clients

In this module, you’ll take what you learned from your own Longevity Plan and shift it to your clients. By the end of this module, you’ll have a plan for introducing Flourishing Longevity conversations to your clients.

We’ll dive into:

  • How to use your own experience with Longevity Planning to inform your work with clients
  • Bridging the gap between traditional financial planning conversations and Flourishing Longevity conversations - letting the client / prospect know that you are about them, their happiness and health, and not just investment performance and a printed financial plan that is out of date a day later
  • The main components of deeper client relationships using examples based on real client interactions and case studies
  • Case studies and examples to help you learn best practices and avoid common pitfalls in your client interactions

You’ll use the following tools:

  • Longevity Framework Scripts - You'll get word-for-word scripts that you can personalize to support you and your clients as you shift to hosting meaningful, longevity-focused conversations.
  • Testimonies and Case Studies - The case studies will provide you with insights of how the Longevity Program has benefitted your peers

MODULE THREE

Building Stronger Relationships with Clients

In this module, you’ll take what you learned from your own Longevity Plan and shift it to your clients. By the end of this module, you’ll have a plan for introducing Flourishing Longevity conversations to your clients.

We’ll dive into:

  • How to use your own experience with Longevity Planning to inform your work with clients
  • Bridging the gap between traditional financial planning conversations and Flourishing Longevity conversations - letting the client / prospect know that you are about them, their happiness and health, and not just investment performance and a printed financial plan that is out of date a day later
  • The main components of deeper client relationships using examples based on real client interactions and case studies
  • Case studies and examples to help you learn best practices and avoid common pitfalls in your client interactions

You’ll use the following tools:

  • Longevity Framework Scripts - You'll get word-for-word scripts that you can personalize to support you and your clients as you shift to hosting meaningful, longevity-focused conversations
  • Testimonies and Case Studies - The case studies will provide you with insights of how the Longevity Program has benefitted your peers 

MODULE FOUR

Application and Practice

In this module, you’ll learn how to apply the Longevity Advising Framework with your clients. By the end of this module, you will discover the powerful impact the focus of Flourishing Longevity has on your clients and be ready to expand it to your other clients.

We’ll dive into:

  • The application and practice of being a Longevity Advisor

  • Detailed instructions for introducing the Longevity Advising concept to clients and getting them on-board

You’ll use the following tool:

  • Client Experience Checklist - For you to follow so you can consistently deliver the Longevity Advisor Client Experience
  • Longevity Framework Scripts - To help you develop word-for-word scripts that will help you to apply the framework to your clients, ask powerful questions, and avoid common mistakes
  • Scripts and Powerful Questions - Where you'll learn what to ask as you review Flourishing Longevity with your clients 

MODULE FOUR

Application and Practice

In this module, you’ll learn how to apply the Longevity Advising Framework with your clients. By the end of this module, you will discover the powerful impact the focus of Flourishing Longevity has on your clients and be ready to expand it to your other clients.

We’ll dive into:

  • The application and practice of being a Longevity Advisor
  • Detailed instructions for introducing the Longevity Advising concept to clients and getting them on-board

You’ll use the following tools:

  • Client Experience Checklist - For you to follow so you can consistently deliver the Longevity Advisor Client Experience
  • Longevity Framework Scripts  - To help you develop word-for-word scripts that will help you to apply the framework to your clients, ask powerful questions, and avoid common mistakes
  • Scripts and Powerful Questions - Where you'll learn what to ask as you review Flourishing Longevity with your clients 

MODULE FIVE

Building a Referral-Based Practice

In this module, you’ll learn how to integrate your client experiences to improve your performance. By the end of this module, you’ll know exactly how to check in with yourself and make tweaks.

We’ll dive into:

  • How self-awareness increases your effectiveness as a Longevity Advisor and build your practice by recognizing your success to date
  • The process to introduce Longevity Advising to all of your clients
  • Creating benchmarks based on your initial client experiences and how to troubleshoot and improve
  • A plan to boost referrals more effortlessly than ever before

You’ll use the following tool:

  • Self-Awareness and Benchmark Guide where you’ll get a step-by-step guide to evaluating your own performance, understanding where your clients are at, and setting your own benchmarks.
  • A Scoreboard on Driving Growth where you’ll get the rundown on bringing in more clients and how to flawlessly convert prospects into clients
  • Driving Results Guide - Weekly Questions for Raising Your Self-Awareness 

MODULE FIVE

Building a Referral-Based Practice

In this module, you’ll learn how to integrate your client experiences to improve your performance. By the end of this module, you’ll know exactly how to check in with yourself and make tweaks.

We’ll dive into:

  • How self-awareness increases your effectiveness as a Longevity Advisor and build your practice by recognizing your success to date
  • The process to introduce Longevity Advising to all of your clients
  • Creating benchmarks based on your initial client experiences and how to troubleshoot and improve
  • A plan to boost referrals more effortlessly than ever before

You’ll use the following tools:

  • Self-Awareness and Benchmark Guide  - Where you’ll get a step-by-step guide to evaluating your own performance, understanding where your clients are at, and setting your own benchmarks
  • A Scoreboard on Driving Growth - Where you’ll get the rundown on bringing in more clients and how to flawlessly convert prospects into clients 
  • Driving Results Guide - Weekly Questions for Raising Your Self-Awareness

MODULE SIX

New Paradigm, New Goals

In this module, you’ll discover how to reimagine your career path using your new Longevity paradigm. By the end of this module, you’ll have both your short- and long-term goals mapped out.

We’ll dive into:

  • How to set up the rest of your new mission with intention using the Longevity Framework
  • How reviewing your online presence reflects your Longevity Advising
  • Creating your own clientele based on the Longevity Framework
  • Your goals and next steps on your journey 

You’ll use the following tool:

  • Best Practices for Success Checklist where you can review and keep track of best practices, and have them to use for real-time application

MODULE SIX

New Paradigm, New Goals

In this module, you’ll discover how to reimagine your career path using your new Longevity paradigm. By the end of this module, you’ll have both your short- and long-term goals mapped out.

We’ll dive into:

  • How to set up the rest of your new mission with intention using the Longevity Framework
  • How reviewing your online presence reflects your Longevity Advising
  • Creating your own clientele based on the Longevity Framework
  • Your goals and next steps on your journey 

You’ll use the following tool:

  • Best Practices for Success Checklist  - Where you can review and keep track of best practices, and have them to use for real-time application

FREE (With CFP CE Credit) Introductory Webinar: "How Longevity Advising is Transforming Retirement Planning"

Why Flourishing Longevity: An Introduction to The New Longevity Paradigm

This FREE webinar will introduce Flourishing Longevity and how it affects your clients - and you, and an overview of the 4-pillar Flourishing Longevity Framework. Plus, case studies from other financial professionals who successfully shifted their business to a flourishing longevity focus. 

For CFP CE Credit - Email contact@investinu.me 
Subject line: CFP CE Credit 
Please include: Your contact details, date of completion, and CFP Board ID

FREE (with CFP CE Credit) Introductory Webinar: "How Longevity Advising is Transforming Retirement Planning"

Why Flourishing Longevity: An Introduction to The New Longevity Paradigm

This FREE webinar will introduce Flourishing Longevity and how it affects your clients - and YOU, with an overview of the 4-pillar Flourishing Longevity Framework. Plus, case studies from other financial professionals who successfully shifted their business to a flourishing longevity focus. 


Whew! That’s a lot of value.
Need a recap?

Here’s everything included in Flourishing Longevity:
The New Role of The Financial Advisor

  • Lifetime access to the 6-module online course that you can access anytime, anywhere from your mobile or desktop device
  • An entire toolkit of step-by-step resources for you to bring more value to your clients and stand out from the competition:
  • Flourishing Longevity Worksheet
  • Flourishing Longevity Journal + Reflection
  • Best Practices Sheet
  • Longevity Framework Scrips 
  • Testimonies & Case Studies
  • Driving Results Guide
  • Scripts and Powerful Questions
  • Reflection Journal
  • Self-Awareness and Benchmark Guide
  • Scoreboard on Driving Growth
  • Best Practices for Success Checklist

PLUS - Why Flourishing Longevity: An Introduction to The New Longevity Paradigm

  • How Longevity Advising is transforming Retirement Planning

Whew! That’s a lot of value.
Need a Recap?

Here’s everything included in Flourishing Longevity:
The New Role of The Financial Advisor

  • Lifetime access to the 6-module online course that you can access anytime, anywhere from your mobile or desktop device
  • An entire toolkit of step-by-step resources for you to bring more value to your clients and stand out from the competition:
  • Flourishing Longevity Worksheet
  • Flourishing Longevity Journal + Reflection
  • Operational Best Practices Worksheet
  • Best Practices Sheet
  • Longevity Framework Scrips 
  • Testimonies & Case Studies
  • Driving Results Guide
  • Scripts and Powerful Questions
  • Reflection Journal
  • Self-Awareness and Benchmark Guide
  • Scoreboard on Driving Growth
  • Best Practices for Success Checklist

PLUS - Why Flourishing Longevity: An Introduction to The New Longevity Paradigm

  • How Longevity Advising is transforming Retirement Planning

Ready to Become the In-Demand Financial Professional Your Clients Need?

Your experience starts immediately, once you click the "Join Now" button below, you'll be taken to our secure checkout. When you register, you'll receive an email confirming your registration. Your email will include instructions on how to access your learning portal. If you have any questions along the way, our team is here to help you get access to the content and ensure you get the most out of the program.
Think you might be interested in more Longevity Advisor Development? Aside from this course, our InvestInU 3 Month Program Curriculum offers the following:
  • Introductory call with an InvestInU Coach to set goals
  • Turnkey virtual Advisory Panel Longevity Seminar & Workshop facilitated by InvestInU Coach
  • Follow Up one-on-one debrief call following the workshop
  • A 2 month framework of accountability aligned to meaningful growth
  • …and more!

Ready to Become the In-Demand Financial 
Professional Your Clients Need?

Your experience starts immediately, once you click the "Join Now" button below, you'll be taken to our secure checkout. When you register, you'll receive an email confirming your registration. Your email will include instructions on how to access your learning portal. If you have any questions along the way, our team is here to help you get access to the content and ensure you get the most out of the program.
Think you might be interested in more Longevity Advisor Development? Aside from this course, our InvestInU 3 Month Program Curriculum offers the following:
  • Introductory call with an InvestInU Coach to set goals
  • Turnkey virtual Advisory Panel Longevity Seminar & Workshop facilitated by InvestInU Coach
  • Follow Up one-on-one debrief call following the workshop
  • A 2 month framework of accountability aligned to meaningful growth
  • …and more!

Flourishing Longevity: The New Role of The Financial Advisor

You’ll receive:

  • Lifetime access to a 6-module online course
  • Toolkit of step-by-step resources
  • PLUS - Why Flourishing Longevity: An Introduction to The New Longevity Paradigm

Price

$997

OR
3 monthly payments 
of $379
  • 100% Safe and Secure Checkout
Payment processed through secure gate network

Flourishing Longevity: The New Role of The Financial Advisor

You’ll receive:

  • Lifetime access to a 6-module online course
  • Toolkit of step-by-step resources
  • PLUS: Why Flourishing Longevity: An Introduction to The New Longevity Paradigm

Price

$997

OR
3 monthly payments 
of $379
  • 100% Safe and Secure Checkout
Payment processed through secure gate network

Here’s What Other Financial Professionals Say About Working With Me

On a personal level, it has shifted my mindset, in what am I doing and why am I doing it and how am I doing it?

I am really providing an experience for the client that I didn’t have access to or did not know how to tap into.

I have a deeper connection with them, I will tell you in the last 6 months my clients have become more advocates for me which I didn’t have before. They were there, but this opened the door for me to have that ongoing flow.

Here’s What Other Financial Professionals Say About Working With Me

On a personal level, it has shifted my mindset, in what am I doing and why am I doing it and how am I doing it?




I am really providing an experience for the client that I didn’t have access to or did not know how to tap into.




I have a deeper connection with them, I will tell you in the last 6 months my clients have become more advocates for me which I didn’t have before. They were there, but this opened the door for me to have that ongoing flow.

30-Day No Risk Guarantee

Based on our experience, I’m confident that with your commitment and application, you’ll transform your relationships and deliver tremendous value to accelerate the growth of your business.

However, if for any reason you’re not thrilled with the content and the potential impact it will have in your business, I’ll refund your tuition 100% within the first 30 days. No hoops. Just send me an email.

30-Day No Risk Guarantee

Based on our experience, I’m confident that with your commitment and application, you’ll transform your relationships and deliver tremendous value to accelerate the growth of your business.

However, if for any reason you’re not thrilled with the content and the potential impact it will have in your business, I’ll refund your tuition 100% within the first 30 days. No hoops. Just send me an email.

Frequently Asked Questions

Q

When will I have access to the material?

A

 You’ll have immediate access to Module 1, as soon as you join the program. The remaining modules will be released each week (the most powerful outcomes are achieved by not rushing). You will have forever access to the course materials.

Q

How much time should we set aside per week?

A

Every individual will go at their own pace, but you should expect to set aside 2-3 hours per week to complete each module. As with any learning process, the deeper you dive, the more powerful you become.

Q

How do I ask questions or get feedback during the program?

A

Simply send an email to contact@investinu.me and we’re happy to help.

Q

How long is the program?

A

The program has 6 modules and is 6 weeks long.

Frequently Asked Questions

Q

When will I have access to the material?

A

You’ll have immediate access to Module 1, as soon as you join the program. The remaining modules will be released each week (the most powerful outcomes are achieved by not rushing). You will have forever access to the course materials.

Q

How much time should we set aside per week?

A

Every individual will go at their own pace, but you should expect to set aside 2-3 hours per week to complete each module. As with any learning process, the deeper you dive, the more powerful you become.

Q

How do I ask questions or get feedback during the program?

A

Simply send an email to contact@investinu.me and we’re happy to help.

Q

How long is the program?

A

The program has 6 modules and is 6 weeks long.

Further Questions?

You can reach out to our team directly by clicking the button below.

Further Questions?

You can reach out to our team directly by clicking the button below.

This Shift Will Transform Your Business (and Your Mindset)

If you want to bring more value to your clients and differentiate yourself, you have to be more than a numbers analyst. After all, the algorithms can do that.

So, how do you deepen client relationships, stay relevant in a market that’s being consumed by technology, build your business, and gain more referrals?

You shift to a Flourishing Longevity mindset and business model.

By helping your clients be financially well and prepared to walk the path to 100 exciting and enjoyable years, you rise above the competition.

If you don't make a change, can you risk your role becoming completely obsolete in the near future?

By taking action now, you can embrace the new client expectations and set yourself up to flourish in your business and personal life.

I invite you to join me in reimagining your role in just 6 weeks. Remember, you have 30 days to decide if this is the right path for you. If not, I’ll refund your tuition.

Click the button below to enroll now.

Here’s to you and your clients and the future difference you will make.

Jonathan

This Shift Will Transform Your Business (and Your Mindset)

If you want to bring more value to your clients and differentiate yourself, you have to be more than a numbers analyst. After all, the algorithms can do that.

So, how do you deepen client relationships, stay relevant in a market that’s being consumed by technology, build your business, and gain more referrals?

You shift to a Flourishing Longevity mindset and business model.

By helping your clients be financially well and prepared to walk the path to 100 exciting and enjoyable years, you rise above the competition.

If you don't make a change, can you risk your role becoming completely obsolete in the near future?

By taking action now, you can embrace the new client expectations and set yourself up to flourish in your business and personal life.

I invite you to join me in reimagining your role in just 6 weeks. Remember, you have 30 days to decide if this is the right path for you. If not, I’ll refund your tuition.

Click the button below to enroll now.

Here’s to you and your clients and the future difference you will make.

Jonathan
2022 Jonathan Ainsley | All Rights Reserved
Terms and Conditions
2022 Jonathan Ainsley | All Rights Reserved
Terms and Conditions