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!
Resources:
- RapidFire Referrals
- Ep. #48 – Conversations about Longevity Planning and Preparing for the Unexpected with Steve Gresham
Connect With Bill Cates:
- BillCates@referralcoach.com
- Referral Coach Homepage
- Hire Bill for Coaching
- Enroll in The Cates Academy™
Connect With Mark Pace:
About Mark Pace:
As founder of The Vital Longevity Institute and creator of the Vitalign System and the Complete Wealth Planning System, Mark Pace has exposed once and for all the deeply held yet false and ruinous beliefs holding everyone back. Spoiler alert: these false beliefs are the cause of practically every type of suffering in our society.
Mark has been delivering quantum change dynamics that, for the first time in history, counteract the cultural forces preventing people from living their perfect life, the one they deserve, the one they were meant for. He teaches a simple, powerful, proven, and immediately effective daily process for making rapid, permanent, positive changes. And, he inspires people to reset their life clocks so that their future will always be bigger, better, and brighter than their past… no matter how long they live!
Mark’s work is based on 40-plus years of entrepreneurial success, 20 years of research, and over three years of field testing.
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