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"GoalsUnlimited.com is a complete turn key solution to;
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What Is GoalsUnlimited.com?
GoalsUnlimited.com is a uniquely simple and scalable web-based system that is empathetic to you, the time-poor advisor, and designed to hugely impact client conversion and retention rates.
Set, manage and achieve lifestyle and financial goals for yourself and enrich the client experience and increase the ongoing value offering to your clients by giving them access to the tools to do the same for themselves... without you virtually having to lift as much as a finger.
Are You The Technology Savvy, Progressive Financial Advisor?
The real challenge for progressive financial planning businesses today is how to demonstrate their value and relevance as advisors to their clients while remaining profitable.
High tech + high touch = high profits
Let us explain more...
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The Lifestyle Financial Planning Rationale(2 minutes)
May take 90 seconds to download. |
“GoalsUnlimited.com is the most comprehensive tool advisers can use to really communicate with clients. Highly differentiated and leading edge its not just about financial planning but holistic life planning making selling for advisers much more efficient and effective because there is nothing about the client that GoalsUnlimited.com hasn't thought about. This tool is so easy to use, an absolute must for planners really wanting to help their clients achieve their financial and life goals” Nancy Kazdan The Kazdan Group
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'Our Goal Is To Help You Achieve Your Goals'
GoalsUnlimited.com is not only a powerful web based system, it helps you, the advisor and your clients easily set, manage and achieve lifestyle and financial goals and strategies simply with an automated follow up reminder system.
GoalsUnlimited.com is also over flowing with other valuable lifestyle and goal setting resources, tools, cash flow systems and tutorials from the world's leaders in lifestyle planning.
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JOIN TODAY
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| "GoalsUnlimited.com is like your very own lifestyle coaching system but can be used in the privacy of my own home or work, for a fraction of the price."
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Nurture Closer Relationships With Your Clients
GoalsUnlimited, the online lifestyle goals planner, is the perfect solution for time poor financial advisers who want to nurture closer relationships with clients.
GoalsUnlimited will help you:
- Build deeper relationships with your 'A class' clients through a high-touch service
- Develop mass intimacy with your passive clients to demonstrate your ongoing advice relationship
- Keep your clients focused on achieving their lifestyle goals
- Position you as a technology savvy, progressive financial adviser, committed to getting clients to where they want to go
Imagine this... What if you, for your clients could:
- Quickly and easily help them create a rich lifestyle plan with strategies and simple action steps?
- Give them their own personal customised web site that had their lifestyle plan and cash flow - that could be updated 24/7?
- Keep clients on track, be gently reminding them about the steps they want to take to achieve their lifestyle dreams... without lifting a finger ?
- Give clients access to tutorials, techniques and tools from world leaders in lifestyle planning, to increase the quality of their life?
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The GoalsUnlimitedDemo Tour(3 minutes)
May take 90 seconds to download |
And what if all this could be done so it:
- Was Simple, Consistent and Totally Scaleable
- Created Intimacy and Affordably - almost like "Client Relationship Insurance"
- Increases Client Conversions and Retention of FUM
- Increases Advisors Productivity as it is a "Self Serve" Client Engagement System
- Provides Dynamic Ongoing Service and Reinforced Branding
- Creates Differentiation and a Clearer UVP
- Hugely Increases the Fee For Service Value Offering
- Was Meaning, Engaging and Enriching the Client Experience
- Solves Compliance Issues (PS 175)
- Provides the Lifestyle Missing Link in the Financial Planning Process
- Allows for the Potential of Co-Branding and Total System Branding Options
- Means that planners don't have to do unnecessary and wasted training to become part-time psychologists, counselors or life coaches as the system easily steps clients through a simple, but powerful goal setting process
"GoalsUnlimited.com helped me plan my life in just 10 minutes. - the constant automated reminders are very powerful! "
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Why Not Join Now?
Click Here
Or contact us at info@lifebydesign.com.au for further details on how best to implement GoalsUnlimited.com with your clients.