Accountants, Family Offices & Financial Managers

Accountants, Family Offices & Financial Managers

WHAT BENEFITS WILL I HAVE WITH LIFE STYLE PLAN?


MARKETING – Attract new clients by relieving the stress, anxiety, and administrative burden of personal financial management

RETENTION – Deliver the real-time information that your clients depend on to live their day-to-day financial lives with confidence

ENGAGEMENT – Develop more meaningful and impactful client relationships at every stage of your client’s financial journey

ACCOUNTABILITY – Become a true accountability partner using real-time information and a living to-do list 

REVENUE – Create an additional meaningful, monthly recurring revenue stream as you maintain engagement and connectivity with your clients

PROFITABILITY – Increase your practice’s profitability by scaling your practice and leveraging Life Style Plan’s technology and feature sets


Find out more and connect with a Life Style Plan Implementation Specialist!

We will answer your questions and share more about how Life Style Plan is being implemented to exponentially grow wealth for personal finance professionals and their clients.