Lifestyle Planner provides you with a tool that will bring your business into the 21st Century. Does your Financial Software provide…?
*Lead Generation
*Online Fact Finder
*Streamlining of your business processes
*Better management of client information
*Accurate and up to date financial details for each of your clients
*Reports showing your clients lifestyle issues enabling you to further analyse your Clients’ money habits
*A comprehensive suite of reports to view your clients financial position
*Messaging system enabling you to communicate with your clients at any time
Other valued services include:
*Advertise Lifestyle Planner on your website and receive a unique link which will automatically allocate new clients to you or your practice when they subscribe
*Generate new business through end users utilising the “Find a Financial Planner” search engine. Only those Financial Planners in their local area who are registered with Lifestyle Planner will appear in the search results giving you a competitive edge
*End users will primarily come from the “X” and “Y” Generations giving you access to a new client base not normally accessible using traditional marketing methods
*Also access the opportunity to expand your business creating an additional income stream
*You or one of your staff can become an accredited Lifestyle Freedom Coach to assist your clients use Lifestyle Planner, keep them motivated to achieve set goals and monitor their lifestyle issues. This will generate an additional income stream for your practice
*Alternatively, you can access a pool of independent Lifestyle Freedom Coaches leaving you to concentrate on providing investment advice

For more information on expanding your business please visit http://www.lifestyleplanner.com.au

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