The Life First Approach

Implementation Services - ONGOING COACHING PROGRAM

Note: at this time we have a few openings for the fall coaching program.  Since we limit the number of advisors that we work with, we will not take on new clients beyond that.  To have us consider working with your practice, please contact us.

This is the follow up to our LifeFirst Implementation program. The coaching focus is on how to take the LifeFirst Approach to Wealth Management and implement it in your practice. Once we have provided you with the basic package of services to help you transform your practice to a true Wealth Management Practice, we will act as your on-call marketing consultants on a monthly basis. LifeFirst Approach has a team of coaches available to help you with your marketing plan.

Each month we will:

  • Conduct a tele-coaching call with you and your team
  • Review your marketing material
  • Provide suggestions on your marketing initiatives
  • Help you with particular client challenges, such as how to present to a large account that you might be meeting with etc.

We wrote the book on wealth management marketing. Why not take advantage of our expertise and add a LifeFirst Coach to your team!?

LifeFirst Coaching: $500 per month, three month obligation

For more info or to engage... contact us
QUOTE: “In five years from now the life planning approach will be the hallmark of successful financial advisors. Not only will aging clients expect it, but those advisors who put it into place today will have the advantage over those advisors rushing to adopt the system." - Barry LaValley
Edit Website