Skip to content

If you are a successful financial planner, wealth manager, or family office manager, you can

GET IDEAL PROSPECTS CALLING TO HIRE YOU!

With a powerful, proven client experience system that is simple and easy
to add to your existing client service process.

From the live larger, live longer people

Automatically Get
High-Quality Introductions

Quickly, Easily
Convert Ideal Clients

Keep Them Happy And
Investing Longer

Your client conversations are repetitive and boring.
You're working longer and harder than ever.
Searching for new prospects is exhausting.
Onboarding so-so clients is demoralizing.
Having to justify your fees is painful.

You deserve better… you deserve

TO HAVE IDEAL PROSPECTS CALLING TO HIRE YOU

WE CARE ABOUT YOU FIRST!

BECAUSE A BETTER YOU

OWNS A BETTER BUSINESS

business lives transformed
0 +
average ROI
0 %

Countless clients delighted

How It Works For You

Participate in Small Monthly Study Groups

Upgrade to Best You and Best Business training and consulting

Get Ideal Prospects Calling to Hire You!

Business development expert Mark Pace teaches financial planners who want to grow their business to use powerful, proven client conversations that:

  • Differentiates you from other planners
  • Creates an ideal prospect introduction system
  • Makes you a lot more money
  • Gives you a lot more time to do the things you love
  • Makes your work a lot more fun, rewarding, and meaningful
  • Empowers you to live better longer and larger than you ever thought possible!

“Using the CWP, not only are the cases I am closing twice as big, the prospects are actually calling me!” — Dennis M. Spratt ChFC®, RFC®

Who is Mark Pace

  • Industry-leading business development and longevity arbitrage expert, helping wealthy clients optimize the performance of their life insurance
  • Sought-after main stage, workshop, and study-group presenter for 25 years (live and virtual)
  • Founder of the Vital Longevity Institute & creator of the Complete Wealth Planning System

GET YOUR FREE OPPORTUNITY SELF-ASSESSMENT AND TAKE YOUR FIRST STEP TOWARDS HAVING IDEAL PROSPECTS CALLING TO HIRE YOU

The Vital Longevity Institute Logo

875 North Park Drive, Suite B | Ridgeland, MS 39157
TEL: 601.709.0400 | Privacy Policy | Terms of Use