Programs for Financial Advisors

For Your Customers

Strengthen the connection with your clients by having Margit remind them that you care about their health as well as their wealth. Margit is available as a marketing resource for you. She shares her Resilient Retirement message with Financial Services companies large and small. Her award-winning book, Optimistic Aging, makes a caring welcome and thank-you gift, showing your commitment to your clients’ broader retirement planning needs.

      Optimistic Aging: Charting Your Course for Retirement Adventure

Transform your clients’ fear of aging into excitement about the future. Margit’s energetic and inspiring presentation will debunk aging myths, offer a positive outlook for the future, and share secrets to lifelong resiience.

      The Best Is Yet To Come!

Margit will share funny and inspiring stories of late-life triumphs to illuminate that The Best Is Yet To Come! She will weave-in compelling research showing that life satisfaction increases with age and reveal the secret to lifelong resilience. Audience members will view their lives and futures through a new lens and leave filled with vim and vigor!

For Your Professional Development

        A Tale of Two Futures: Why and How to Talk with Your Clients about Pessimistic Aging and Optimistic Aging

Help your customers understand the financial and quality of life impacts of their health choices. Margit will show you how to discuss aging to strengthen your working relationship with your customers and advocate for their best futures.

      CR>M: Harness Neuroscience Insights to Strengthen Your Customer Relationships

Customer Relationship Management as it’s usually practiced won’t help you meaningfully connect with your clients. Margit will teach you how your customer’s emotional brain works and how you can use this understanding to connect with loyal customers who enthusiastically send you referrals.

Book Margit for Your Group

Reviews

“Dr. Henderson’s Optimistic Aging talk is full of useful information, but also presented with such a heart-open and authentic connection to the topic and the audience. Dr. Henderson is a wonderful presenter.” – Zane Robertson, MBA, President of Active Minds

“I’m grateful to you for sharing your research and wisdom in an open, gentle and humorous way and grateful to TIAA for helping make you available to us.” -TIAA marketing event participant, Nancy

“It was your book that has been the catalyst for my renewed attention to health. THANK YOU AGAIN!” – Bank of America Merrill Lynch book recipient, Bill

“Retirement planning should include a focus upon health in addition to financial security. Optimistic Aging provides an accessible guide to the non-financial aspects of retirement preparation.” – Ronald Pressman, Executive Vice President and Chief Operating Officer of TIAA