A Client Loyalty & Referral Strategy
For Professional Financial Advisers
A Personal Note About This Package: “I am proudly an advocate of the value clients receive from Professional Financial Advice. Liz and I would not have the lifestyle choices we currently enjoy if it wasn’t for the value we’ve gained from our financial adviser… And I want to share my advocacy and what science validates about the connection between financial advice, goals and lifestyle, with your clients to help keep your value TOP OF MIND with them and to help them live more happy, flourishing and prosperous lives.
This program has been developed with $30,000 value delivered to your top 100 clients for just $99 per client. This truly is an extremely affordable way for you to add even more value to the positive lifestyle opportunities of your clients, build on your personal brand as a professional financial adviser, and increase your potential to earn more warm client referrals.”
The Science of Lifestyle Package
Note: This program is only available for 50 Financial Advice Practices in any calendar year… Take action now and don’t miss out.
This program is for you if…
(1) You’ve helped your clients clarify their lifestyle and financial goals
(2) You’ve got reviews scheduled and service agreements in place
(3) You’re now ready to make sure that the ups and downs of financial markets don’t undermine the lifestyle value you provide your clients.
If that sounds like your Financial Advice Practice, then The Science Of Lifestyle Package will help you to:
* Deliver meaningful value
* Earn client loyalty and advocacy
* Retain and Attract clients
* Extend your brand reach and impact.
An easy-to-implement program to boost your value
Here’s what you receive ($30,000 value delivered to 100 of your selected VIP clients):
1 x Seminar of The Science of Lifestyle, ($7,700 value) professionally delivered by me in a high energy, entertaining and high content presentation to your clients (at your preferred local venue).
1 x Recorded Webinar Interview, ($3,300 value) where I professionally facilitate a discussion with YOU on your intention and professional approach to financial advice and on what Science tells us about the connection between money, financial advice, goal setting, and how to live a happy, flourishing and prosperous life. I manage the entire process, all you need to do is be YOU, and the screen recording of the slides and audio is available for you to post on your website and to send the link to your existing and potential clients.
100 copies of my Amazon top 10 best seller book Intentionomics – ($2,500 value) the impact of your intentions on living a happy, flourishing and prosperous life (Click here to learn more about the book). When you add your personal note to your clients with each book, you build even deeper levels of trust and value.
100 x 10 week Guided Study Video Program – ($15,000 value) This is incredible value for your clients… and will really make a positive difference to their lives. This is our most popular web-based program. The 10 week Inspiring Personal Prosperity Guided Study On-Line Video Program is delivered to your clients’ email in-box stepping them through how to implement the Intentionomics Blueprint of 9 Inescapable Truths for a Prosperous Life. (Click here to learn more about this part of the package)
(Includes all costs except venue/equipment hire for client seminar, and postage of books… all other costs, including travel, accommodation where required, is included).
Option 1: $9,900 gst inclusive up front payment.
Option 2: $5,000 up front and 12 x $450 monthly payments.
This delivers over $30,000 in value at an investment of just $99 per client, and you’d only need 1 or 2 client referrals to recoup your investment
Got Questions? Call our Sydney office today on (02) 9529 6201 to book and secure your Science of Lifestyle Package.