The New Generation Advisor Program incorporating The Lifestyle Planning SystemT looks excellent, but at the moment is this for all advisors and all clients?
This program is not for all advisors, but it certainly is for the progressive new generation advisor. It is for those advisors that really want to attract and retain their key clients. So how quickly you get into this lifestyle planning process really depends how much you value your key clients, your business and what steps you are willing to take to ensure your business is successful and secure moving forward. Overwhelmingly, the research is illustrating that lifestyle financial planning will be increasingly the advising model of the future, as it provides real client value, advisor differentiation, meaning and opportunities for additional revenue streams. The entry level The New Generation Advisor Program incorporating The Lifestyle Planning SystemT isn’t expensive and provides a step by step process which includes hours of self paced interactive CD Rom learning models, workbooks, a 12 month e-course, teleseminars and easy to implement worksheets and on-line tools. The process shows
Related Questions
- What sort of on-going support & coaching is available to make sure this lifestyle planning approach is implemented into an advisors business as seamlessly as possible?
- The New Generation Advisor Program incorporating The Lifestyle Planning SystemT looks excellent, but at the moment is this for all advisors and all clients?
- What is the Smart Growth Planning Grant Program?
