Longevity Planning
Welcome to our September issue of AdvintroEdge, where we explore how longevity is reshaping the future of financial services. As people live longer and technology continues to evolve, planning for the future means looking beyond traditional retirement strategies. From helping clients prepare for longer, more complex lives to helping firms build the technology, systems, and relationships needed to thrive for decades to come, this issue examines what it takes to plan for longevity—both personal and organizational.
In This Issue
Wim's World
Longevity planning is bigger than guaranteed income. Wim explores the spending, care, and navigation challenges that call for a more holistic approach to advice.
The Other Longevity Problem
Your clients are planning for 100-year lives. David DeCelle explains why advisory firms also need durable, compounding growth systems built to last for decades.
Losing AUM to beneficiaries?
With 70% of children switching financial advisors after their parents pass away, Sean Tepper explains how RIAs can engage the next generation before the Great Wealth Transfer.
The Ninety-Year Client and the Twenty-Year System
Vaanathi M explains why longevity must be treated as an infrastructure requirement—and what firms can learn from building wealth systems without a pension safety net.
Nashville Unplugged: Recharging the Independent Spirit at Silver Oak
Why stepping away to recharge is an entrepreneurial requirement for independent advisors.
Is My Marketing Strategy Built To Last, Or Built To Reset?
Why financial firms need a longevity marketing strategy that compounds over time.
The Sixty-Year Promise
Most practices cannot carry a sixty-year promise past the advisor who made it. Owning your stack changes that.
The Retirement Risk Hiding in Plain Sight
Why longevity planning is about much more than just money.
Advintro Adventures
Time is running out: Wim, Brendon and Paul each take a very different approach to longevity planning in this comic-style adventure.
The 100-Year Life Is a WealthTech Product Problem
Longevity is an architecture question: why WealthTech needs financial digital twins, connected ecosystems and practical AI to support 40-year retirements.
Longevity Planning Has a Second Half, and Almost No One Is Building For It
Longevity plans have a single point of failure: they only work while the client is alive. Why estate orchestration is the next infrastructure layer.
Practice Longevity in the Social Era, or The Death of the Implied Growth Rate
Advisors plan for their clients' longevity but neglect their own practice's. Why the trust economy has moved to social media, and what firms must do to follow.
The Slow Threat to Your Institution's Long-Term Survival
Customers aren't leaving banks and credit unions, their money is. Why embedded investing is core longevity infrastructure for community institutions.
Life Lessons from Luke
Luke opens the mailbag: first-call mistakes, how long to follow up, what to do with 'just send me some information,' and turning cold prospects into real conversations.
Cash and the Long Game of Retirement
Retirees are fleeing to cash, and over a 30-year retirement cash quietly loses ground. How a safe, liquid, market-linked bucket changes the longevity plan.
The Case for Change: Why Fixed Income Accounting Can't Afford to Stand Still
Legacy systems and manual processes are quietly costing community and regional banks. Why cloud-based fixed income accounting is a strategic investment.
Is Longevity Risk an Estate Planning or Retirement Planning Problem?
Longer lives don't just stretch retirement assets. They can change who earns, who cares, who pays, and how much choice a family still has.
Tax-Loss Harvesting Season Starts Now
A practical primer on tax-loss harvesting: who benefits most, why frequency and granularity matter, and how to build a year-round process.
Retirement Planning Is Broken
Why Longevity Planning and Care Coordination are the next evolution of comprehensive advice, and the infrastructure advisors need to deliver both.
Till Next Time
Chuck Hayes on why longevity isn't just a personal challenge but an organizational one, and why resilience matters more than the next tech purchase.
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