Inspire clients to connect their life goals to financial goals.
Provide access to:
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Easy-to-use resources for important life transitions
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Experts on the non-financial aspects of life’s challenges
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Personal coaching from vetted professionals
YOUR CLIENT RELATIONSHIP ADVANTAGE
We understand some of the challenges you face in retaining clients.
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Discovering what is happening in their lives
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Finding time for deeper conversations
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Comfort in sharing your perspectives on life matters
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Sourcing reliable client-ready resources
"Empathy is great, but clients also need resources and solutions for their life issues."
Advisor quote
HAVE PEACE OF MIND
While you strengthen your client relationships.
CLIENT BENEFITS
LIFE TOOLS LIBRARY
Wisdom at your clients' fingertips.
- Expert guidance on life transitions
- Inspiring videos
- Downloadable tools
- Resources by diverse authorities
- Unlimited access to many topics
- Inspiration to work with YOU for financial implications
ASK THE EXPERTS
Connection to subject experts.
- Live webinars 2x per month
- Array of important life topics
- Gain personal insights
- Consistent messaging reinforces YOUR role as financial authority
PERSONAL LIFE GUIDANCE
1-on-1 support when needed most.
- Vetted Life Guides with experience
- Accessible only as a member
- Complimentary discovery session
- Confidentiality agreements to ensure privacy
* Life Guides available for an additional fee
BENEFITS FOR YOU
PROVIDE THAT LINK BETWEEN YOUR CLIENTS' LIFE AND THEIR MONEY
- Demonstrate caring about clients beyond their money.
- Helps with client retention and business growth.
- Supports vulnerable client segments: Women and Next Gen.
- Gives you the confidence and competence to engage in life conversations.
- Is a turnkey model. These benefits come without adding to your workload.
BONUS – Advisor-only “Ask the Experts” sessions each month for your team.
Receive ongoing education to help clients with life transitions and identify financial implications.
Become the central influence in your clients' well-being.
FAQ
● Holistic life conversations are now vital in the financial services market.
● Clients increasing choose advisors who understand them as people, not just portfolios.
● Relationship depth is your competitive edge against robo-investing and AI-driven alternatives.
● Client engagement inspires action.
● Retention of AUM relies on value well beyond investment returns
● From day one, your clients receive white-glove care.
● Personalized orientation session, introducing all LifeMap features.
● 24/7 access to the complete resource library.
● Bi-monthly live webinars with expert knowledge.
● Guided self-discovery avenues that empower personal decision-making.
● Seamless connection between life goals and personal financial plans.
Client confidentiality is paramount. All interactive tools are downloaded and used independently from the LifeMap platform, ensuring personal details remain private. No sensitive information is stored or shared online.
Dr. Amy D’Aprix
President & Founder of LifeBridge Strategies, creator of LifeMap.
20+ years experience coaching and consulting with major financial institutions, working with thousands of Advisors and their clients.
Southwestern Family of Companies
A 170 year legacy of building principle-guided businesses that impact the world.
Our team of international experts bring decades of experience in various life transition categories, such as Retirement & Aging Well, Caregiving, Estate Planning, Parenting, and this list is continually growing. Our experts offer advice on the practical, emotional, and family aspects of life transitions, leaving the financial/legal advice in your hands.
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