Implementation Services - LifeFirst ADVISOR IMPLEMENTATION PROGRAM

If you’re interested in becoming a LifeFirst Advisor, you’ll need to sign up for our Advisor Implementation Program. Our implementation and marketing materials are only available though this program.

Our program consists of advisor and practice implementation support as well as marketing consulting and design.

ADVISOR IMPLEMENTATION PROGRAM Program cost: $1900Cdn, over three months ($1000 initial), $400 due at five weeks and the balance payable on completion of program.  We process our invoices directly on your credit card through PayPal. Program Deliverables: 8-10 hours of Strategic Consulting (Integration & Marketing) with Barry LaValley  – over the course of three months. 3 months of followup coaching LifeFirst Advisor Workbook Development of advisor positioning Brochure Content (design and printing available at additional cost) Meeting Resources Package Client & Prospect Letters Your Money Your Life (Transitions Exercise), Your Personal Financial Comfort (Values & Attitudes Exercise) (printing available at additional cost) Meeting cue cards *Initial consulting meeting is by phone.  The program initiation meeting can be onsite. Travel expenses, if any, to be paid by Advisor if Barry LaValley is not already in your area and needs to make a special trip.

For more info or to engage... contact us

An outline of our advisor coaching program....

1. Initial consultation.  This normally takes 30 minutes and is done by teleconference.  The program is outlined and the goal is to make sure that the advisor is aligned with the focus of the approach and understands how the program works.  This is a free consultation available to any interested advisor and can be booked by contacting us.

2. Program initiation.  There are three parts to the program initiation:

• A questionaire for the advisor and team to fill out prior to commencement
• A two-hour coaching meeting or teleconference with Barry LaValley to review existing programs and curremt marketing materials (supplied in advance by advisor)
• A written implementation plan supplied to advisor within one week of coaching meeting.  This plan will cover  your mission statement and value proposition, the text  and look of your web site, the text and look of your brochure, your share-of-wallet strategy, your prospecting strategy and your COI strategy.  Other elements of the implementation program are your client education program, your client contact program and your COI contact program.

3. Client Discovery session.  This is a one-hour tele-workshop outlining the LifeFirstApproach to client discovery and introducing the discovery tools.  This session normally takes place in the second or third week of the program or can be combined with the program initiation meeting.

4. Follow up sessions.  These are ninety-minute teleconference sessions and are conducted bi-weekly to the end of the program.  The purpose is to ensure the smooth implementation of the program and setting and measuring intermediate goals along the way.

Note: The advisor has to be satisfied with the coaching program prior to making the last payment.  This is our money-back guarantee that we are proud of our ability to take your practice to the next level using the LifeFirstApproach!