Jonathan Ainsley Email & Phone Number

Winter Park, Fl, Us

Jonathan provides Thought Leadership along with Education and Training on reframing and redefining what it means to successfully age with the Flourishing Longevity Score. Most of those who find themselves living far longer than they expected have done so by default rather than by design. The Flourishing Longevity Program looks beyond the fear and frailty most associate with aging, to the opportunity and promise offered by the gift of longer lifespans, looking at themselves and their future in a way that most have not done before.

How do you InvestInU?Creator of the Flourishing Longevity Advisor Program - Connecting beyond Numbers. Developed from thousands of conversations with Financial Advisors AND their clients to create a paradigm shift in looking at aging with inspiration and energy; looking beyond the preset notions of retirement to see aging as an opportunity not just something to get through. Significant driver of Growth, Deeper and broader connections, succession planning, adding practice value to M&A, an on-ramp for next-gen advisors.Creator and founder of InvestInU, a simple yet powerful, cutting-edge self-empowerment platform that supports business mentors / coaches / wellness champions / counsellors to deliver scalable, sustained, powerful outcomes.

New York, Ny, Us

A performance consultant for Merrill Lynch Global Wealth Management assisting Financial Advisory (FA) Practices and Advisory Branch Managers and Regional Leadership teams in developing and executing strategies and tactics to increase the productivity of Financial Advisors and their respective teams, and ultimately enhancing the Client Experience. Assisting in building truly effective teams. In addition to field-based coaching and Director support (Coach-the-coaches), engaging in research, content development, and program execution related to organization design and best practices to provide Merrill Lynch Wealth Management clients with an outstanding experience.

Advisor Impact is a leading provider of Client Feedback solutions for Financial Services and CPA firms. These solutions are designed to help Advisors/CPAs use feedback to build deeper relationships with their Clients and identify specific revenue, referral and COI opportunities. Clients are the foundation of any Practice, regularly gathering their feedback has proven to be the catalyst for Marketing and Practice Management Best Practices activities. Through working with our Strategic Partners, Advisors are able to integrate their Client Audit into their Strategic Planning and utilize the many resources available to them.Advisor Impact also offers Advisor Audit to enable Advisors to provide in depth feedback and insight to Relationship Managers, Custodians, Broker Dealers and other Strategic Partners.

Working with RIA's to help them Grow, Compete and Succeed. By gaining an understanding of their Business Model and Goals and then introducing Resources and acting as a Virtual Partner to help them achieve those goals.

Charlotte, Nc, Us

Fixed Income Broker

Education record

Ba (Hons), Geography

Education record

Education record

Education record