"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 System™) 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."

Financial Advisor

Download the New Generation Advisor Program Info Pack NOW!

How you can benefit from the New Generation Advisor Program

The New Generation Advisor Program (incorporating the Lifestyle Planning System™) 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

1. Lifestyle Planning E-course*. One year of monthly self paced guided modules to compliment, support and integrate your on-going learning.
   
   
2. Interactive Lifestyle Planning Teleclasses*. Facilitated teleconference sessions specially designed to maximise seamless implementation of lifestyle planning into your existing practice.
   
   
3. 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.
   
   
4. Listening, Questioning and 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.
   
   
5. 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.
   
   
6. 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.
   
   
7. 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.
   
   
8. Lifetime Clients: Communications and 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

1. Introduction to the Program. How to get the best out of the program, including benchmarking tools.
   
   
2. New Generation Advisor Rationale. Deeper understanding of the rationale for lifestyle financial planning.
   
   
3. Lifestyle Worksheets and Lifestyle Planning Poster. Introduces lifestyle planning tools as the first step prior to using the Lifestyle-Driven Financial Planner with clients.
   
   
4. Lifestyle-Driven Financial Planner. A simple and systematic toolkit to help build an inspiring lifestyle plan for both you and your clients.

Download the New Generation Advisor Program Info Pack NOW!

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