The LifeFirst Approach - Helping Financial Advisors Help Their Clients

Understanding Services: ADVISOR WORKBOOK

WORKBOOK & TOOLKIT

Our workbook, "Put the LIFE into your Practice" explains The LifeFirst Approach™ and provides many tools and resources to understand and integrate the approach into your practice.

	ADVISOR WORKBOOK Put the 'Life' into your Practice The LifeFirst Approach™ to Wealth Management by Barry LaValley with Kirk Lowe The advisors guide to creating a life-planning focus in your marketing and advice to clients. $75 CDN
	2CheckOut.com Inc. (Ohio, USA) is an authorized retailer for goods and services provided by LifeFirst.
	ADVISOR INTEGRATION MEETING TOOLKIT (Download PDF Package) Includes print ready copies of: Visual Aids for Meetings... Conversation Map What We Do Planning Paradigm Planning Process Client Exercises... Your Money Your Life (life transitions) Personal Financial Comfort (values and attitudes exercise) PFC Scorecard to rank values and attitudes ValuesBridge (exercise for turning life goals into financial needs) 80 Professionals Referral List $40 CDN
	2CheckOut.com Inc. (Ohio, USA) is an authorized retailer for goods and services provided by LifeFirst.

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

READ OUR BOOK >>
"Put the Life
into Your Practice"