Add value, differentiate yourself and build a better practice.
The key to extending your range of services is developing deeper relationships with your clients and understanding what’s most important to them.
If you currently deliver a compliance led service, the chances are you’re not that close to your clients. You may know if they are married but what do you know about their personal finances, hobbies and kids? Do you really know what’s most important to your clients? Have you ever asked what’s your one, major, overriding financial objective?
If you don’t know what your clients are trying to achieve how can you offer to help them?
Lifestyle Financial Planning with LifeNumber is an opportunity develop a client centric culture. You will add value, reposition and refocus your service on what clients value most. It’s an opportunity to differentiate your firm, win better clients and turn good clients into great clients.
We work closely with our partners to ensure they are not only successful with LifeNumber but the marketing and sales.
To become a certified planner, you need to:
- Meet our eligibility criteria
- Agree to our Certified Partner Terms and Conditions
- Complete Life Number Partner Certification
- On-board five clients successfully
Add value
Lifestyle Financial Planning using Life Number could be your most valuable service because it can literally change client’s lives.
The will enable you to add emotional, life changing and social impact value including reducing anxiety and guilt around money, giving hope and increasing motivation, freeing clients to live life fully as well as limiting risk and simplifying life.
DIFFERENTIATE
Partnering with Life Number is an opportunity to develop a client centric culture.
Life Number will help you connect with clients in a new way and demonstrate that your service and advice revolve around them.
You’ll be able to build deeper relationships and higher levels of trust.
Better Practice
A better practice means being happier financially and non-financially.
Building deeper relationships means you’ll engage clients with a wider range of services, like wealth management and business advisory.
Non-financial benefits include working with better clients and doing work that truly matters.
Initial requirements:
- 3+ years working face to face as a bookkeeper or accountant with business owners
- Open minded and willing to go beyond your comfort zone
- The resources (time, energy and money) to promote Life Number to your clients and target market
- Onboard five clients successfully into Life Number
Ongoing commitment:
- Achieve the Net Promoter Score targets with software training and planning services
- Capture and share testimonials
- Help develop case studies
- Activity promote Life Number
- Provide feedback on how we can improve the software
- Be active in our community
Our Commitment To You
Our Commitment To You
We believe we’ve shown our commitment to Lifestyle Financial Planning by building Life Number for you to use. As your partner we will continue to:
- Develop the brand
- Deliver effective training to partners
- Keep developing our partner consulting resources
- Be active in the community
- Improve the software