REGISTER NOW

Power Your Practice with a Modern RIA Platform

Join us at the LifePro Asset Management Academy to learn about our elite investment operating system designed to save you time, fuel your success, and help you become a more holistic advisor.

STREAM THE FULL
2-DAY TRAINING

GET LIVE
VIRTUAL COACHING

OUTSOURCE NON-REVENUE
GENERATING ACTIVITIES

-
Days
-
Hours
-
Minutes
-
Seconds

Right now, more than ever,

what you say matters.


When the economy shut down in 2020, advisors were scared... and rightfully so!

During this time of fear and anxiety, many broker-dealers and RIA's went into hiding and failed their advisors.

This is when LifePro Asset Management (LPAM) advisors reached out to their clients with a different message: this was the opportunity of a lifetime.

Over the last year and half, our advisors have provided the tools and guidance to help thousands of clients confidently take charge of their money and their future. For many of our partners, a disciplined message through trying times has led to significant increases in their assets under management.

The stakes have never been higher...

As current events continue to raise uncertainty around taxes, interest rates, and market volatility...

You've been presented with another unique opportunity to strengthen your business' message and reach!

The best way to boost the visibility of your business is through a compelling message that can connect with your audience.

By partnering with an RIA that helps you THRIVE in a variety of economic environments, you'll have the resources you need to guide your clients through any challenge.

That's Why We Created the

LifePro Asset Management Academy


Because having the skills (and tools) to catch your client's attention can NOT be faked!

Discover how you can re-define your business’ potential with LPAM’s active investment management, digital innovation, compliance and back-office support, and much more.

We'll be streaming this 2-day immersive conference from the LifePro Corporate Office in San Diego, California on November 2nd and 3rd. Each day will comprise of two sessions: a morning session from 10:00 a.m. - 11:30 a.m. (PDT) followed by an afternoon session from 1:00 p.m. - 2:30 p.m. (PDT).

Get Complete Access to LifePro Asset Management's

Investment Operating System:


Benefit #1

Grow Your Practice in Times of Uncertainty

LifePro Asset Management's active approach to investing focuses on companies leading positive change, liberating our clients from the shackles of Wall Street mediocrity.

Benefit #2

Use Your Time More Efficiently and Profitably

We'll position all of your assets to work symbiotically under one roof, plus you'll benefit from outsourcing non-core operational, portfolio management & compliance activities.

Benefit #3

Maximize Your Clients' Odds at Financial Success

Our time and goals-based financial planning model and behavioral training strategies help clients visualize their financial dreams coming true, so we can focus on reducing market dependence.

Most of You Have NEVER Seen These

Incredible Presentations Before!


LifePro Asset Management is bringing together the sharpest minds in the financial services industry when it comes to retirement planning, investments, compliance support, client acquisition, sales skills, and much more. During the training, you'll learn:

  • Financial Planning & Asset Allocation - The Wealth Enhancement Framework™ is a proprietary process designed to enhance your wealth in the most tax-efficient way, at the lowest cost.
  • Back Office Support & Compliance Integration - From transfer paperwork to a full-service compliance platform, we offer client support and compliance integration, saving advisors 4-5 hours per day.
  • Portfolio Management & Trading - Our custom-built portfolios are constructed with a focus on long-term market trends with durability to decrease tax exposure, utilize volatility effectively, and target high potential returns.
SAVE MY SEAT!

Meet Your Expert Presenters

The LifePro Asset Management Team:


Robert Reaburn
Head of Wealth Management
LifePro Asset Management

Scott Raider
Senior Compliance Analyst
LifePro Asset Management

Tim Devlin
Junior Investment Associate
LifePro Asset Management

Jack Cockrell
Junior Trading Associate
LifePro Asset Management

Navjot Nijjer
Case Manager
LifePro Asset Management

David Lester
Case Manager
LifePro Asset Management

Heather Ulz
Chief Executive Officer
LifePro Asset Management

Ben Nevejans
President
LifePro Financial Services, Inc.

Dave Julian
Director of Operations
LifePro Financial Services, Inc.

Here's a Sneak-Peek at

What You'll Learn:


Day 1: Strategy & Support

How to Master the Art of Making More By Working Less

Morning Session: 10:00 a.m. - 11:30 a.m. (PDT)

Afternoon Session: 1:00 p.m. - 2:30 p.m. (PDT)

On Day #1, we'll be covering all the sources of growth our elite advisors are using to maximize their business' strength.

You'll learn how to generate lifetime income, increase sales, and spend more time with clients. This is not a templated approach. We understand that every business and client is unique. We’ll work with you to explore, research, and understand your business.

  • Dispell the lies of Wall Street
  • Unleash the full potential of your client's money
  • Build a self-sustaining wealth management platform

Day 2: Sales Conversion

How to Implement Our Tactical Approach To Investing

Morning Session: 10:00 a.m. - 11:30 a.m. (PDT)

Afternoon Session: 1:00 p.m. - 2:30 p.m. (PDT)

On Day #2, you'll dive into our 2021 core investment themes and learn how to turn your activity into actual production for your bottom line in 2022.

Our daily review and assessment of current and prospective investments ensure that business and credit cycles remain healthy.

The real work is done by remaining focused on companies leading positive and disruptive innovation in order to deliver an unparalleled client experience.

  • Income protection (securing your required income)
  • Estate protection (establishing a tax shield)
  • Grow your surplus assets (maximize growth while being tactical)

Attend the 2-Day Training and Accelerate Your Advisory Practice!