"Do You Want To Easily
Super-Charge
Your Business In 90 Days
And Have Your Clients Love You For It?"
Ask any financial advisor
committed to achieving the best outcomes for their clients financial
future, and they will tell you, having clarity about the lifestyle
clients want to create is one of the very first important foundations
to developing a great financial plan.
"Clients
don't really want financial planning. What clients want is what
financial planning can give them. and that's a better lifestyle."
Now Life by Design®
have developed the New Generation Advisor Program
(incorporating the Lifestyle Planning SystemT) specially
designed for financial advisors. If you're a financial planner truly
committed to becoming a true lifestyle financial planning advisor,
then this self-paced program will help transform your skills and
business with a logical and practical lifestyle planning program.
This New Generation
Advisor Program has refined and simplified the very best
and most effective lifestyle planning tools and resources and has
made them readily accessible to financial advisors for the benefit
of both themselves and their clients. You will develop your skills
using techniques that will dramatically accelerate your level of
expertise and help you become a top performance advisor.
"By focusing
on lifestyle planning I have virtually no client defection
and my business is recession proof."
How
you can benefit from the New Generation Advisor Program
The New Generation
Advisor Program (incorporating the Lifestyle Planning SystemT)
is a multi-faceted blended learning education program.
The process is designed to make your skills more relevant, refresh
your thinking and equip you with a practical lifestyle planning
process with easy to use and follow tools and systems. Your client
relationships will be enhanced after doing this comprehensive training
program.
Lifestyle planning fundamentally
changes the client experience forever and makes you, the advisor,
more relevant and valuable to the client. Talk to your clients more
knowledgably about their lifestyle and see the difference - you
will become their lifetime confidante, not just their financial
adviser.
Inclusions
in this innovative program
The blended learning program
uses video CD Roms, e-learning, teleconferences, lifestyle workbooks,
special reports, assessment tools, management systems, lifestyle
worksheets and online and hard copy tools specifically designed
for the financial planning process.
Advisor
Toolkit
Lifestyle Planning E-course*. One year of
monthly self paced guided modules to compliment, support and integrate
your on-going learning.
Interactive Lifestyle Planning Teleclasses*.
Facilitated teleconference sessions specially designed to maximise
seamless implementation of lifestyle planning into your existing
practice.
The New Generation Financial Advisor . Special
workbook that outlines the current essential missing links to
a great financial plan, the key traits of the future advisor and
the transitions and practice management issues required.
Listening, Questioning & Coaching. Better
understand proactive listening to identify clients' real needs,
asking better questions and the key qualities of coaching skills
in the lifestyle planning process.
Client Relationship Management. Computer video
training modules to help you fully appreciate the productivity,
time saving and relationship enhancing benefits of client relationship
management systems.
Cash Flow Management. Assists advisors to
better engage clients in doing their own cash flow. Download,
complete, review and enhance a cash flow using special online
tools.
Online Suite of Lifestyle Tools. Provides
limited access to a suite of advanced online lifestyle planning
tools so that you can personally enjoy the benefits of using computerbased
resources to enhance the client experience.
Lifetime Clients: Communications & Review Experience.
Understand how to better create an ongoing added value
client communications program and make the review a more powerful
client experience.
Client
Toolkit
Introduction to the Program. How to get the
best out of the program, including benchmarking tools.
New Generation Advisor Rationale. Deeper understanding
of the rationale for lifestyle financial planning.
Lifestyle Worksheets & Lifestyle Planning Poster.
Introduces lifestyle planning tools as the first step
prior to using the Lifestyle-Driven Financial Planner with clients.
Lifestyle-Driven Financial Planner. A simple
and systematic toolkit to help build an inspiring lifestyle plan
for both you and your clients.
