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Building the Longevity Practice
How to Attract and Retain Todays Most Affluent and Educated Client Base

This is a 1-hour keynote or  full or half day training

Create a 5 Generation Sustainable Practice. The affluent boomer, mature, and caregiver investor is the most active, educated, and engaged cohort in history. They make financial decisions for their parents, children, and grandchildren. By 2025 there will be 82 million over the age of 65!

Offer Longevity Planning Not Just Retirement Planning. If you wonder exactly where to put your efforts and your dollars, to reach this market, this presentation will end the confusion. On May 23rd the House of Representatives passed the S.E.C.U.R.E. Act, the most sweeping retirement law since 2006. It is a clear acknowledgment that we are working longer, living longer, and need an extended wealth span to match our growing lifespan.

Whether as a keynoter or trainer, Adriane brings decades of experience as business growth specialist for companies seeking to reach the Longevity Market,  including Ameriprise, Lincoln Financial, Asset Strategies


Travels From:
Fee Range: Available Upon Request

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