Clients are increasingly asking their investment representatives to deliver more than just financial advice. The financial elite are looking to their investment representatives to address a variety of challenging lifestyle issues.
A Lifestylist Advisory membership provides a time and cost saving method to help you deliver on client requests.
• Strategically plan client entertaining for the most impact
• Create deeper, multi-faceted client relationships
• Reinforce your breadth of resources and ability to add value
• Never have to say "no" to a client again
As Lifestylist Advisory members, wealth advisors and advisory teams receive unparalleled lifestyle counsel, vetted recommendations, and access to our network of partners and affiliates. We are always ready with proactive support from an objective, personalized, and discerning team of lifestyle experts. Curated information at your fingertips, complete with suggestions and tips to avoid pitfalls and make the most of your experiences.
• Annual strategic planning-events, entertainment, budgets, gifting
• Client entertaining-tickets to sold out shows, dinner reservations, and private dining
• Conversation starter to open new doors with prospects
• Proactive event planning
• Professional gift sourcing
• Time and cost saving support
• Distinct competitive advantage