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

Margit will help you establish compelling client-advisor relationships by showing you how to  convey warm confidence and be a trusted advisor.

        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 (CRM) tools as they’re typically used won’t help you meaningfully connect with your clients. Margit teaches how your customer’s emotional brain works and how you can use this understanding to connect more and manage less. Margit shares key points about interpersonal neurobiology and how the brain assesses trustworthiness in relationships. You will learn specific interaction strategies for conveying warm confidence in order to gain trust, build loyalty, and enable you to best serve your clients.

       Peak Performance and Executive Wellbeing: A Game Plan

Margit explains the science of stress and provides research-based, daily practices to facilitate peak performance and optimal living. You will receive specific, actionable strategies to move from reactivity to resiliency. Like elite athletes who train for their biggest challenges, you will leave this session with workout, scrimmage, game day, and Olympics-level strategies to Get in the Zone for your best work.

For more information, check out Details for Event Planners.

Book Margit for Your Event

Reviews

“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

“Margit’s talk was outstanding. Her content was well-received by NAPFA’s advisors. We left her session with many actionable items for how to address aging and health with our clients.” – Bob Morrison, CPA/PFS, CFP, West Region NAPFA Board of Directors

“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

“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