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.
The Longevity Gap: Why 90% of Financial Advisors Are Planning for the Wrong Life Expectancy
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About Mark McKenna Little
Mark Little is the ‘regular guy’ Financial Advisor whose unconventional approach to financial services acquired 1,242 clients.
Then in just 34 months he rebuilt his business from the ground up, shattering international records and boosting revenue by 412%
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