The Competitive Edge

Meaningful Client Connections Give You a Competitive Edge

Help your clients where it matters most — beyond the documents

Estate planning isn’t just about documents. The Wisdom Years helps your clients navigate the emotional side of planning while positioning your firm as a trusted, visionary advisor — creating deeper client loyalty, stronger multi-generational connections, and a meaningful competitive edge.

The Estate Planners Challenge

Estate planning often brings up deeply personal conversations — mortality, family dynamics, and legacy. These topics can be uncomfortable for both clients and advisors, and most estate planners aren’t trained to guide clients through this emotional terrain.

This can create hesitation, delay important decisions, and lead to missed opportunities to build trust — ultimately making planning conversations harder, lengthening timelines, and increasing the risk of clients disengaging or seeking help elsewhere.

That’s where The Wisdom Years comes in — by giving your clients space to reflect and gain clarity about what truly matters most to them. When clients see their bigger picture with more ease and confidence, the planning process flows more smoothly, decisions come faster, and your conversations become deeper, more meaningful, and far more productive.

…and your role as their trusted advisor

grows even stronger.

You handle the legal complexities;

The Wisdom Years helps clients handle the emotional ones.

How The Wisdom Years Makes Planning Easier and More Meaningful

By offering this program, you give your clients the confidence they need — making conversations easier, decisions faster, and the entire planning process smoother for you both.

Helps clients find clarity. When clients pause to reflect on what truly matters, their choices
become clearer and more aligned.

Brings calm to the process. By easing stress and emotion, clients approach planning with a
steady heart and open mind.

Makes decisions flow naturally. With clarity comes confidence—conversations move faster,
smoother, and with less resistance.

Deepens trust. Clients feel genuinely seen and understood, which strengthens their
connection to you.

Invites more meaningful dialogue. People open up about their hopes, fears, and values—leading to plans that truly reflect their lives.

Adds a human touch. Your firm stands out not only for what you do, but for how you make
people feel throughout the process.

Clarity for them. Ease for you.

That’s the power of The Wisdom Years.

How This Benefits Your Practice

Strengthens client relationships.

Clients feel genuinely cared for, deepening loyalty and increasing long-term retention.

Differentiates your firm

Offering The Wisdom Years sets you apart as a holistic, client-centered practice that goes beyond the legal work.

Inspires referrals

Clients who feel seen and supported are far more likely to recommend you to family and friends.

Enhances client readiness

Clients come to meetings more focused and emotionally prepared, saving you time and energy.

Expands your reputation

You’re recognized as a trusted advisor who helps clients live their legacy—not just plan it.

Creates lasting goodwill

The gratitude your clients feel extends beyond their files, strengthening your brand and community standing.

Puts your integrity on full display, demonstrating your work is rooted in genuine care, not just legal documents.

What Clients Receive

Practical tools and heartfelt guidance to bring peace, purpose, and clarity into everyday life.

10 beautifully guided videos — short, uplifting lessons that help clients navigate this years, with greater wisdom and more smiles .

Access to the private online community — a supportive space where members connect, share insights, and grow together.

The Wisdom Years Book (available) — a beautifully designed keepsake that deepens the journey and reinforces key teachings.

The Wisdom Keys Companion Workbook — 56 pages of practical exercises to apply each of the five Wisdom Keys in everyday life.

Reflection questions and personal journaling prompts — to help clients explore what truly matters most to them.

Ongoing inspiration and live community sessions — opportunities for continued growth, learning, and meaningful connection.

Each element is designed to help clients slow down, reflect deeply, and rediscover a sense of peace and purpose that enriches both life—and the planning process.

What Makes This Easy for You

Completely Turnkey → We handle everything — the program, resources, and client experience — from start to finish.

No Extra Work → Simply invite your clients; we manage the rest.

Co-Branding Available → Optional sponsorship levels allow your firm to be featured, positioning you as a thoughtful, forward-looking advisor.

Professionally Produced and Client-Ready → Every detail reflects the same quality, warmth, and care that you bring to your practice.

Premium Access Included → Your sponsorship unlocks exclusive content and community benefits for your clients — at no extra cost to them.

Your clients will thank you for providing this resource, helping them live these years with deeper peace of mind.

Here's what health and wellness professionals say about the Wisdom Years Program

Love this program! It is an offering of hope and strength for the later years of our lives. It provides a unique paradigm for approaching this season of life with strength, courage and our own wisdom as it evolves.

It gives a real sense of empowerment in our own natural gifts that can become more evident as the body ages, such a needed reminder in our culture which can tend to be youth and acquisition focused. I really enjoyed the examples given and the personal reflections of Rick, the "guide" on this journey we are all taking. Rick is a living example of what he's encouraging folks to see. What a wonderful opportunity to see this part of life as a gift with all of its challenges!

Connie Corson

MD – Psychiatrist, Sports Enthusiast, Meditation Teacher

Stepping into the Wisdom Years Program felt like being gently welcomed into a sacred circle one where performance gives way to presence, and doing is replaced by simply being.

Rick’s voice and teachings are a balm grounded, soulful, and deeply reassuring. His wisdom is not only refreshing, it’s affirming a loving reminder that this season of life isn’t a slow fade, but a rich unfolding. Each of the five Wisdom Keys offered just the right balance of insight and simplicity, and the journal prompts helped me pause and reconnect with parts of myself that are often quieted by the pace of daily life.

What moved me most was the atmosphere of non-judgment. There are no grades here, no tests to pass. Just space. Spaciousness to reflect. Spaciousness to remember what really matters. And spaciousness to begin living from that deeper place.

This program isn’t just informative it’s transformational. A heartfelt companion for anyone yearning to walk into their later years not with fear or regret, but with clarity, courage, grace and wisdom.

I plan on using this program with my clients as well in my coaching and therapy practice!

Thank you Rick!

Dona Rutowicz, LCSW

Founder, The Dona Rae Method

I have known Rick Solomon for many decades. He is a man of extraordinary wisdom, generosity, and kindness. Now, by creating the Wisdom Years Community, he has created a way to share his sage insights about the aging process, and to create support and connection for those who seek to age wisely and well. I am grateful for this.

Steven G. Blum

Attorney, Lecturer at Wharton

Here's what members say about the Wisdom Years Program

“I've never heard the idea of 'wisdom' described in such a clear and practical way.

Through the Wisdom Years Program, Rick offers a fresh and grounded perspective on an experience we are all having.

At this point in my life it’s reassuring to know that people like Rick are creating such wonderfully supportive communities.”

Jarrett Button

Member

Profound yet accessible After watching this content, I have to say, you are so cultivated at supporting people and have been for decades.

You have a powerful and comforting presence.

You are living this, and you know what people are needing.

The pacing is beautiful. The reassurance along the way is perfect. I really love and appreciate that you have created this, from your heart to ours, with all the wisdom of your many decades of experience empowering and supporting humanity.

Josh S.