Licencing Opportunities for Financial Planners and Mortgage Brokers

With commissions being reduced across the Financial Planning and Mortgage Broking industries - now is a perfect time to add a fee based service to your practice.

One such service to add is a Lifestyle Money Coach licence.

This unique licence opportunity is now available to Financial Planners and Mortgage and Finance Brokers across Australia. (Please note a limited number of licences have been allocated for dealer groups as well as individual planners and brokers).

By becoming a Lifestyle Money Coach licensee your practice will be able to offer a much needed budgeting and cash flow management coaching service to your clients that will yield:

For Financial Planners

• A low cost introductory service offering (ie the first step) to financial planning that is fee based which yields significant cross selling / up selling opportunities.

• A unique program that provides considerable lead generation opportunities to new markets plus the prospect to use the service as a client re activation program to deepen and improve the ROI of existing relationships lower value clients.
  
• A career development path opportunity for a planning practice staff - which offers staff a greater face to face client involvement to grow "lower value clients: plus offer staff a defined pathway to move from back office to client facing roles at an introductory level. Thereby building better client skills and greater technical experience.

For Mortgage Brokers

Your practice will benefit by offering this unique service to:

• Potential first home buyers who fall just short of getting a loan. Rather than sending them away you can put them through the Lifestyle Money Coach Program to clean them up and get them mortgage ready.

• Home owners looking to get their day to day finances on track (a possible refinance opportunity).

• Young couples looking for basic assistance with their budget (potential investors / home owners).

• Businesses – Who work with you to offer your Lifestyle Money Coach services to their employees.

• Your existing customers - by offering the service as a value added offering to reactivate some of your clients.

The benefits of becoming a Lifestyle Money Coach Licensee include:

• Access to an innovative service offering that adds the logical first step to both financial planning and mortgage broking.

• Extra fee based revenue streams.

• Increased cross sale opportunities.

• A web based service offering that provides a comprehensive data snapshot of client

• An opportunity for you to affect a significant change to your clients financial IQ and cash flows.

• Regular and ongoing interaction with clients with multiple touch points

• Master Coach support services to assist coaches with technical and marketing issues

• Ongoing technical, professional development and marketing support - via an intelligent web based knowledge centre.

APPLICATIONS AND LICENSING INFORMATION CONTACT:

Applications are now being accepted for Lifestyle Money Coaches across Australia.

Individuals and Dealer groups are acceptable however there is a limited nunmber of licences we are releasing.

Please contact our Head Office on 1300 551 860 to discuss this opportunity in commercial confidence or email info@lifestylemoneycoach.com.au

MORE INFORMATION

• Becoming a Lifestyle Money Coach
  
• Lifestyle Money Coach as a business
  
• Do you have what it takes to become a Lifestyle Money Coach?
  
  
  **Please note that all Lifestyle Money Coaches do not provide financial advice under the Lifestyle Money Coach Program - Our Lifestyle Money Coaches refer clients to the appropriate financial specialists as and when requested by our clients.