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WEBINAR: How to Implement Life Planning Strategies 
Join LifeWealth Community Co-Founders Jerry Foster and David Bush as they discuss the Success Strategies of building a LifeWealth Planning Practice.
DOWNLOAD: Consumption vs. Investment
 The Consumption vs. Investment Exercise will help you uncover your clients lifestyle patterns and them determine whether they are living an indulgent or influential life. This will open the door for you to help them refocus their priorities and leave a lasting legacy.
 DOWNLOAD: How to Utilize Couples Retreats to build your practice
A step by step checklist and training program on how to conduct a couples retreat with a group of clients and their friends to guide them through the LifeWealth process.
 FREE REPORT: 54 Ways To Use Life Planning services to differentiate yourself from the competition
Find out how you can become a unique advisor in your marketplace by offering LifeWealth Planning inside your practice. Includes 54 simple, make sense strategies to differentiate yourself. from the competition.
RECORDED WEBINAR: How to Create A Life Plan
 Join David Bush, co-founder of the LifeWealth Community and the creator of eLifePlans.com, as he explains how to create a Life Plan and how to achieve a significant and successful life.
DOWNLOAD: Momentum Exercise
The Momentum Exercise is a great tool to help your clients to refocus on Progress Made, the Desired Outcome and the next action steps.
 AUDIO COACHING: Leaving a 150 Year Influence
Listen as Jerry Foster, Founder of the LifeWealth Planning System, shares on how to engage clients in building their 150 year legacy
RECORDED WEBINAR: Constant Contact Online Webinar Series on Email Marketing
This is fantastic information for anyone who is considering email marketing as a part of the marketing plan. We highly recommend you use a professional email marketing company (like Constant Contact) to handle all of your e-mail marketing needs.
TOOLS: LifeWealth Dividers
 Use the LifeWealth Dividers to insert LifeWealth exercises and forms into your clients financial plan and/or a LifeWealth specific binder.
DOWNLOAD: Return On Strategy Exercise
 Use this exercise to help clients see how their current position can be changed overtime when a simple LifeWealth strategy is implemented. This tool will help your clients to also see the benefits of committing to a long term strategy.
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FREE REPORT: How to charge fees for your life planning services
Wondering what you should charge for life planning services? Read our Free Report detailing the fee strategies used by various LifeWealth Advisors.
 ADVISOR TESTIMONIALS: Hear what other LifeWealth Advisors are saying about the LifeWealth Planning System and the benefits of being a part of the LifeWealth Community of advisors.
DOWNLOAD: LifeWealth Power Point Seminar Establish yourself as a LifeWealth Advisor with this professional Power Point presentation on the LifeWealth Paradigm.
DOWNLOAD: The 5 Dimensions of Wealth Exercise
 LifeWealth is defined as the accumulation of financial, relational,
physical, spiritual and intellectual capital. This exercise will help you and your clients determine their net worth in each of the five dimensions.
AUDIO COACHING: Creating A Personal Mission Statement Listen as Jerry Foster, Founder of the LifeWealth Planning System, shares on how to help clients create a personal mission statement.
DOWNLOAD: Lifestyle Tracking System
 Your clients need help to stay on track with their LifeWealth Plan. Download and print off the LifeStyle Tracking System Card and give them to your clients as part of the LifeWealth Process.
DOWNLOAD: Ultimate Potential Exercise
In his Strategic Coach Program, Dan Sullivan talks about the concept of Unique Abilities. Each of your clients are
uniquely designed to perform at peak levels when doing three or four specific activities. The more specific we can get in identifying those Unique Abilities, the more effective they will become in reaching their potential.
 RECORDED WEBINAR: Listen as Tim Voorhees, a nationally recognized expert on integrated life, estate and tax planning services, explains his Family Wealth Blueprint process and other Life Planning processes that earn him in excess of $10,000 per client.
DOWNLOAD: Marketing Checklist
 How to use electronic media (e-mail & website) to market yourself and the LifeWealth Planning System to prospects, clients and your Strategic Business Partners.
TOOLS: LifeWealth Financial Planning Brochure
 Use the LifeWealth Financial Planning Brochure to explain the LifeWealth Planning Process and Timeline to your clients. These brochures can be customized to have your name and contact information on the front and back.
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"Never before has there been such a time where financially successful individuals are looking for answers to life's biggest questions. Jerry's LifeWealth Planning System and LifeWealth Community provide financial professionals with a turn key system and the necessary support to uncover the heart felt needs of a client and to help them determine these important answers inside the financial planning process. I have known Jerry for almost 30 years and he brings integrity, wisdom and top notch leadership to this program. Let him help you achieve even greater success with those that you are serving. "
Dr. Gary Rosberg
Author, Speaker, Radio Show Co-Host
Founder and President, America's Family Coaches
"The measure of any training or "system" is not how many books, computer disks and notes you take home, but whether you are able to apply what you learned in the "real world." I had such an opportunity this past weekend with a long-time client couple...In essence, he hates his job, and wants to "retire" within a couple of years. This gave me a perfect opening to discuss - with utmost confidence - lifeWealth Planning, the five dimensions of wealth, and their choices for a future of indifference, indulgence, or influence...we'll start the process this week when I deliver their Orientation Kit. I believe the training Jerry and you provided gave me the confidence for this encounter and, although I'll provide this service without charge to these clients, the opportunity to lead them through the process will provide huge dividends for my practice in the future."
Bob Seymour, CFP
Raymond James Financial Services
Ft. Collins, CO
Listen to Bardie's Testimonial
The Life Wealth process is great! I was in a meeting with a prospect last week and they came to me asking for help with their portfolio. After sending them the Planning Preference Assessment it was clear that that wasn't what they were interested in at all. In fact they want to continue to manage their portfolio! They do need help determining what the Lord has in store for them for their next season of life. They also want to understand where they are financially so they have the freedom to do what the Lord has directed them to do. This is exactly what the LifeWealth process helps them evaluate. It is exciting to see the impact and influence we can have over our clients to help them seek the direction God is leading them in.
Bardie Wolfe
Peak Financial Management
Denver, CO
"I just received confirmation that I have a new client. They were the first ones that I took through the Personal Preference Assessment a couple of weeks ago. My conversation with them was richer and deeper than I have experienced before. We talked about their dreams and it helped me to talk less about myself and more about them. I also quoted them the highest fee yet. I plan on pushing it even higher as the LifeWealth framework has given me lots of confidence. I believe that my clients will receive the best experience available as I continue to integrate the LifeWealth process. I'm looking forward to making these new clients raving fans."
John Dragstrem, President
Financial Outfitters, Inc.
Naperville, Illinois
One of the best tools that I have used over the past 10 years in the business is the LifeWealth Planning Preference Assessment. It gets me to the heart of the issues with potential clients quickly and opens the dialogue for how our firm can truly make a difference in our client's lives. So many times, we think we know what people are looking for..but unless we ask them, and then listen to what they tell us, we will never know for sure. It is simple, but extremely effective.
Reed R. Rinderknecht, CFP
Partner, Director of Client Relations
Foster Group
West Des Moines, IA
"eLifePlans (the LifeWealth Community's online life planning tool) is a great hands-on tool that I am using personally to turn vague thoughts and intentions into written, identifiable, measurable goals with electronic reminders and a system for accountability. I see eLifePlans as having great potential for use with clients and potential clients to establish or deepen relationships, to open conversations that may not otherwise happen...and to create more business in the process."
Rodney Halstead
Attorney At Law
Omaha, Nebraska
More Testimonials...
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One of the most critical things that advisors need to understand about their clients is what are they really looking for in the relationship they have engaged you in. For some, they may simply want an advisor to manage their assets and help them make strategic allocation decisions. For others, they are looking for a financial planner who can help them make a variety of financial decisions as a result of clarifying goals, making realistic projections and strategically thinking about choices they will have to make in the years ahead.
ONLINE LIFE PLANNING TOOL
