Case Study

Tower Life Australia - Client Seminar

A VIP "Business Building Seminar" was held for around 160 of Tower's key business clients as a motivational incentive. The aim was three-fold:

1. To provide added value to key clients;
2. Help them build their businesses; and
3. Develop key relationships.

Life by Design's Ian Hutchinson presented on "Creating a Fulfilling Lifestyle Balance".

Ian Hutchinson says "understanding lifestyle and life balance is key to building better relationships with clients. Where advisors may understand and be motivated by the movements of the stock market and fluctuating interest rates, clients need their financial goals to be personalised - it all comes down to relating financial goals to lifestyle goals, that is the primary benefit of lifestyle planning."

Rob McCann, State Manager (NSW/ACT) commented "your session, Lifestyle Planning, had a particular relevance to Financial Services Advisers and feedback from the 160 odd that attended was excellent."

Elke Richardson, Senior Sales Manager confirmed Rob's feedback, saying "Ian's [lifestyle planning techniques] puts the emotion and fun into financial planning for clients. He makes my client's goals come alive."

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