LifePro

Various characteristics separate good financial advisors from the bad and the successful from the unsuccessful. A successful financial advisor does more than manage money. They’re great at maintaining relationships, which helps in converting prospects to clients. The process of prospecting and nurturing clients takes time time away from the operational and other essential functions necessary to run your business. In this episode of Money Script Monday, Sal discusses the 4 stages of advisor growth and shows how to best utilize back-office support to free up your time and reach the next level.

Special Announcement: The LifePro Asset Management Investment Webinar will be held on Thurs., Jan. 21st at 10:00 a.m. PST. During an era of unrelenting change that continues to surround us no matter where we turn, many are left asking: ...what now... Aside from the challenges of running your business, providing for your family, and tending to the concerns of clients, you had to worry about the health of those you love. Despite these hurdles, we're delighted to share that many of our advisors and their clients not only survived 2020 but had their BEST YEAR EVER. How is that possible We'll be sharing all the strategies and products that made this a reality at The LifePro Asset Management Webinar on Thursday, January 21st at 10 a.m. PST. Innovation and disruption are accelerating across the world. For advisors with the right partners, this presents an incredible opportunity to REDUCE the amount of money and time REQUIRED to support your growing practice. That's why you need to have: An ACTIVE investing approach that can outperform the S&P 500 and liberate our clients from Wall Street mediocrity... A COMPLIANCE platform with noncore operational, portfolio management & compliance support... A DIGITAL platform that uses automation (videos, guides, emails, and texts) to streamline your processes... A clear MESSAGE that inspires and motivates people to take affirmative action... And we're going to show you exactly how to do all of that and more at The LifePro Asset Management Webinar! Get registered today for FREE and secure not only your spot but the future of your business.

In these days of self-directed retirement accounts, many people tie their savings to the stock market through 401(k) plans and IRAs, which can do very well during a period of market growth. However, it can be a concern when stocks are in a downward trend or experience extreme losses. Guaranteed income-tax-free death benefits can protect clients’ income and assets from market volatility during their working years and beyond, and provide a potential legacy when markets recover. In this episode of Money Script Monday, Marcus unpacks the cost of recovering a portfolio’s losses and explains how to incorporate an indexed universal life policy into your retirement strategy to reduce these risks.

Six feet apart, but close to our hearts. From all of us at LifePro, we wish you and your family a holiday season filled with joy and a healthy and happy 2021... finally! A reminder that the LifePro office will be closed on December 31st and January 1st and reopen with regular business hours on Monday, January 4th. Happy New Year!

In a digitally-first environment, businesses are constantly competing for the consumer’s undivided attention through ads, emails, websites, and much more. The same can be said for financial professionals seeking to take their practice virtual with webinars. Often what gets overlooked in the process of hosting an online event is the steps to follow immediately after someone registers. LifePro’s webinar platform incorporates a fully automated post-registration sequence to reinforce the idea that a prospect has made the right decision in registering for and hopefully attending your event. In this episode of Money Script Monday, Kevins reviews six elements that every webinar post-registration sequence can incorporate right now to double attendance rates.