This webinar highlights a major shift in the financial advisory industry due to AI and digital assets. The host and guest expert Mark Pace discuss how advisors can stay relevant by building protective “moats” around their practices, especially by specializing in longevity planning. Pace explains that most people underestimate their life expectancy and shows how aligning financial planning with longer, healthier lives can improve client outcomes and differentiate advisors in a competitive market.
Ideal Client Acquisition: Replacing Old Sales Tactics with High-Fit Conversations
September 23, 2025 | 12pm
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