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Closing & Retaining More Clients

During the Golden Age of Financial Planning

Discover how UNCERTAINTY over taxes, war, and inflation is leading to a BOOM in DEMAND for financial coaching, and gain access to tools and strategies elite advisors are using to accelerate their growth and help more clients.

STREAM THE FULL
2-DAY TRAINING

GET LIVE
VIRTUAL COACHING

OUTSOURCE NON-REVENUE
GENERATING ACTIVITIES

Take Advantage of LifePro Asset Management's

Coach, Close, and Retain Platform:

Outsource

Non-Revenue Activites

Learn how to outsource non-core tasks such as financial planning, portfolio management, compliance, and client service activities so that you can spend more time establishing and nurturing client relationships.

Scale

Your Business

Expand your ability to serve more clients, while reducing costs, by tapping into teams of trusted experts that work with you on a daily basis to support your business and help your clients reach their goals.

Grow

In Any Environment

Rising economic uncertainty and high inflation increase the need for financial coaching. Discover how advisors are using bull and bear market playbooks to help clients grow in a variety of market environments.

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, and sales skills. During the 2-day training, you'll learn:

  • Financial Planning & Asset Allocation - Enhance your clients' wealth in the most tax-efficient way, at the lowest cost. You'll receive access to the Orion Planning Platform, Morningstar Workstation, LPAM Tactical Investment Platform, and a Full-Service Planning and case design team, along with Annual Review reports.

  • Back Office Support & Compliance Integration - We offer client support and compliance integration that's saving advisors 4-5 hours per day. This includes an advisor and client portal, full-service compliance team and software platform, in-house CRM system, and support from Charles Schwab, TD, and AssetMark.

  • Portfolio Management & Trading - By partnering with us, you'll gain access to a full-service trading platform, third-party investment services, and weekly market updates and coaching videos that you can easily share with clients on a regular basis.
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 Wall Street Rhetoric
  • 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!

LifePro Asset Management Academy
April 20th-21st