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Do You Want To Revolutionise Your Business
In The Shortest Time Possible?


"What clients really want - and it's not financial planning"

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  • Do you want to attract and retain higher value clients?
  • Do you want to be positioned as uniquely different from any other advisor?
  • Do you want to revolutionise your business in the shortest time possible?
  • Do you want to be more efficient in your practice so you have a better balanced life for yourself and your clients?


Well the New Generation Advisor Program is designed to do just that. But don't take our word for it..

Here's what others are saying

"We've implemented the first stages (of the New Generation Advisor program) with clients to just an amazing response. Everyone (clients) just loves the concept."

Adam Moir

Financial Advisor, Garvan

 

Investing just 1 hour could save you 100's of HOURS

So why not invest just 1 hour of your time and join us for an introductory New Generation Advisor TeleSeminar and see what all the talk is about (it could save you 100's of hours in the future).

 


 

Here's what a recent TeleSeminar participant said

 

"I found the TeleSeminar a great start to my goal to be a true lifestyle planner. I found it refreshing to see that there are others out there that share my enthusiasm. The hookup was excellent . I can see the big picture and will make the time. I am excited to be part of this and look forward to the journey"

John Hemsworth CFP Dip FP
Portfolio Lifestyle Planners

 

"Depthing the client relationship via holistic planning"

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.
Turn up your speakers

 

You will benefit from this TeleSeminar as the New Generation Advisor Program has been specifically designed for financial advisors with simple to use systems and tools to help you:-

  • Attract more clients

  • Create greater client trust

  • Achieve higher value clients

  • Retain your most valuable clients
  • Engage your clients whole heartedly

  • Create a unique competitive edge

  • Increase your referrals

  • Enjoy greater success

  • Increase fees

 



"I've been influenced by Bill Bacharach and his values-based financial planning, which is good but he pretty much leaves it up to the adviser as to how to implement these ideas into the business... Ian (through the New Generation Advisor program) has taken those ideas and created a practical way of delivering them."

Alf Priestley

Fitzpatricks

"New Generation Advisor Program rated above 90% from advisors for both content and presentation"

Independent Planning Practises Conference 2004

Sydney Convention Centre



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You can contact us by
phone 61 +2 9979 4949, fax 61 +2 9979 4969,
or email info@lifebydesign.com.au