How is lifestyle planning going to enhance my business?
1. not getting where they want to get, and 2. not feeling cared for sufficiently Lifestyle planning helps overcome both of these key issues and benefits advisors through better client attraction, conversion and retention. Focusing on your client’s lifestyle provides the added benefit of almost endless dialogue potential which can only enhance the client/advisor relationship. The focus of financial planning needs to swing back more from IQ to “I care”, and lifestyle planning can help the advisor do this and really enhance the lifetime client relationship and referrals. Note: You may also like to know about this on-line assessment tool which may be useful http://www.lifebydesign.com.au/products/assessment-tool.
