Now more than ever, it is imperative to be aware of the upcoming transitions in your clients’ lives. While many advisors are helping clients plan for big goals, you can become a trusted advisor who helps them navigate through all of life’s transitions. It is far better to prepare than to repair.
Our $Lifeline is an interactive digital tool that you can use to monitor your client’s situation and plan for future transitions. There are over 60 built-in transitions to cover with your clients. Each transition has its own questions and “Things to Think About” information sheet. It is completely customizable, so you can build your own categories and transitions that are perfect for your niche. The $Lifeline is how you can shift your client conversations from return on investment to Return on Life.