LifeDesign+
for Financial advisors
For You.
If you’re like most financial advisors, you entered the profession without a clear career path and stumbled your way through the beginning of your career bouncing around firms until you find somewhere to land and began to build your business.
This often works….for a while, and eventually, you begin to feel like something isn’t right.
You still love your clients. You still love making an impact. You still love the profession.
But something is missing.
You’ve grown as an individual. You’ve grown as a professional. Your business has grown, but it hasn’t necessarily grown in an authentic way for you.
Your business has become misaligned with YOU, the individual.
I’ve been there. I’ve lived that. I know that feeling.
You owe it to your Self to rediscover your authentic Self and realign your business accordingly. Because when your business mirrors your true essence you can be the best version of YOU for your Self , your clients, and the world.
For Your Clients.
Simply put, your clients will experience better outcomes when you are your authentic Self.
The client experience will be better.
Your meetings will be full of higher energy.
You passion will be contagious.
Your clients will follow your lead and embrace their authentic Selves bringing their financial planning to a whole new level.
For Your Practice.
Like most financial advisors, I stumbled into the profession with little guidance and direction, assuming roles and identities assigned to me by others.
As my career progressed and I connected with my authentic Self, I realized the business I was building, how I was showing up, and my approach to growing my business didn’t align with who I really was. This led to me starting my own company, diving into content creation, experimenting and exploring different ways to serve clients, and finally arriving at a practice that is aligned with my authentic Self.
LifeDesign+ For Financial Advisors
LifeDesign+ for financial advisors mirrors the LifeDesign+ relationship, including the focus on the alignment of spirit, mind, and body, with an important distinction—once the plan for your authentic life has been designed, we shift our focus to integrating your new plan with your practice.
Integrating your authentic life with your practice includes conversations covering:
The design of the firm you’d start from scratch if you could.
A review of your current clients and identifying ideal clients.
Current technology stack.
Content creation and strategy.
How to move from your practice today to the authentic practice you’ve designed.
And more…
The ongoing focus of the relationship is not limited to your practice; we will continue with weekly meetings, ongoing support, and exercises to ensure you maintain your alignment of spirit, mind, body, and money and don’t fall back into the life you left behind.