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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 Deliverables:

  • 8-10 hours of Strategic Consulting (Integration & Marketing) with Barry LaValley & Kirk Lowe – over the course of three months.
  • 3 additional hours of Advisor Initiated Support over following three months (6 in total)
  • LifeFirst Advisor Workbook
  • Mission & Vision Statement
  • 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 (3 hours) can be onsite. Travel expenses, if any, to be paid by Advisor.

For more info or to purchase... >> 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”.
- Kirk Lowe
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