The Life First Approach

Understanding Services: Group Workshops

We conduct Corporate Sponsored Workshops for groups of advisors.

Our One-Day Workshop Program is a more comprehensive review of our approach. It is for financial planning companies or advisor network/groups. Our Workshop is aimed at condensing our Workbook and Training Program into a one-day power event. Our Workshop will help advisors understand, integrate and market The LifeFirst Approach™ for their practice. Our Workshop includes our Workbook and all of the deliverables in the Advisor Implementation Program.

 LifeFirst Advisor Implementation Workshop

Our Workshop is a full-day power event with the following focus and deliverables:

PART 1 (9:00 - 12:00)
Understanding The LifeFirst Approach to Financial Planning

Our goal here is to help you understand the LifeFirst concepts, their application to your business and their relevance to buildng stronger relaitonships with your clientrs.

PART 2 (1:00 - 3:00)
Implementing The LifeFirst Approach

This session will review LifeFirst processes and tools We'll explain how to integrate our concepts into meetings and the tangible value you provide clients. We'll review meeting process and documents, software alternatives, reporting and client education.

PART 3 (3:30 - 5:00)
Marketing Your LifeFirst Practice

We will review marketing techniques and support that will effectively and efficiently market your business and brand to your target audience. We will review Integration tools such as letters, meeting guidelines and more...

PART 4 (Deliverables)

  • LifeFirst Advisor Workbook
  • Mission/Value Statement
  • 30 MIN One-on-One Telephone Session with each advisor within month following workshop.
  • Resource CD with all LifeFirst tools.

Call us to book your group Workshop.

*$2,500 CDN

plus $150 per advisor

plus Travel Expenses

*Minimum/Guaranteed 15 advisors per workshop
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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