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Home » Financial Planning » Expand and Grow Your Business
 
In addition to streamlining your business, better management of your clients and accuracy of client details, you can now expand and grow your business.

Grow your business through the Lifestyle Planner lead generation system
By purchasing a licence with Lifestyle Planner you will be added to the financial planner search listing where website members can find and generate a request form for your services. You will then have the opportunity to accept or reject the potential client online.

When you purchase a Lifestyle Planner licence you are also purchasing a valuable marketing opportunity. A great way to gain an edge over your competitors is to offer Lifestyle Planner as an incentive for potential customers to sign up with you, or as a bonus for loyal clients.
 
Expand your business creating another income stream
There are three proven ways that your client can build sound money skills:
Budget - tracking spending and sticking to a savings plan
Regularly meeting with a financial planner
Enlisting a professional coach to keep you on track

The addition of an accredited Lifestyle Freedom Coach to your business provides you with the opportunity to expand into the lucrative coaching industry. Offering the services of a Lifestyle Freedom Coach also adds value to your clients by offering a total package to improve their chances of success.
 
Business opportunity – Lifestyle Freedom Coach
In addition to providing sound financial advice in your capacity as a Financial Planner, you can now provide additional support to help your clients achieve behavioural change as well as achieve their goals by:
Becoming an Accredited Lifestyle Freedom Coach
Providing your existing staff the opportunity to become an Accredited Lifestyle Freedom Coach

For information on becoming a coach, membership entitlements and income revenue click here

 
How will coaching benefit my business?
Coaches assist the process of educating your clients by analysing their financial behaviour, addressing trends, holding them accountable for their actions and eliciting lifestyle changes required from the client
Ensure that your Financial Planning advice gets followed through enhancing your credibility and success as a Financial Planner
Generate an additional income stream
The more money the client saves, the more funds they have to invest and grow their wealth
Once you or your staff become an accredited coach, website traffic will be able to access your details on the Lifestyle Planner website, providing another avenue to attract potential new customers
Adding Coaching services can help your clients realise their own financial limitations. Eliminating disappointment allows the client to maintain their dignity and motivation to continue towards their goals
Ongoing research will be available to help you attract new clientele and market appropriately to applicable generations
Set personal and realistic goals & objectives with your clients
Ability to refer clients to another Lifestyle Freedom Coach if personal capacity to coach has already been reached
Ability to identify clients lifestyle issues
Access to full coaching resources and operational manual to provide the coach with all the resources required to successfully coach clients, deliver exceptional service and add value to the existing business

Note – Coaches do not offer financial advice, they provide a complementary service working alongside Financial Planners and Lifestyle Planner to address lifestyle changes

 
How will becoming a coach benefit my staff?
Professional development opportunity
Improve communication techniques
Gain a deeper understanding of client financial behaviour
Increase value to business and take on a more active role in the organisation with greater responsibilities
Build better rapport and relationships with clients and other staff
Develop ability to anticipate problems concerning the client and work proactively with them to keep them on track
Gain a greater understanding of lifestyle issues
Learn new skills and techniques
Contribute directly to increased revenue for the business
Career development path
Variety in the work performed

For further information on becoming an Accredited Lifestyle Freedom Coach click here

 
Too busy to become a coach?
You can still provide this valuable service to your clients by referring them to an Accredited Lifestyle Freedom Coach through Lifestyle Planner.

By offering this extra service you will also open up opportunities for future business as your clients attain their goals, plus you will be offering them the most comprehensive system to succeed.
 
 
 
 
 
 
 
 
   
 
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