Are you a 'new' wealth advisor? Do you take a life planning approach to financial planning? Would you like a new approach to your practice management, client relationships and marketing that will differentiate and brand you as a different kind of financial advisor?

While there are many advisors who feel that they are focusing on a client’s life issues when they prepare a financial plan, most have not chosen to differentiate or brand their practice through their wealth advisory approach.

Wealth is not money. It is your client’s ability to do WHAT they want, WHEN they want, and HOW they want. A wealth advisor works with clients as their primary advisor on all aspects of their financial plan to help them achieve wealth. The focus is on the client and not on money. That is perhaps the biggest difference between a true wealth advisor and most financial advisors.

The LifeFirst Approach will show you how to take a true wealth management approach. Barry LaValley has been at the forefront of the life-stage approach to financial planning for the past decade and will show you how you can use it to separate yourself from other advisors in your market.

The life planning approach to financial planning or wealth management is the fastest growing branding strategy in North America today. If you want to understand how to effectively implement it in your practice, we can show you how.