Generate higher closing rates by leading your customers into courageous conversations that prepare them for a Great Financial Life™.
Your customers do not have enough money which is why they borrow. In addition to providing a loan that fits their life, humanize the conversation around money, wealth and worth to not only retain your customers but to be consistently referred by them.
Now is the time to help navigate the current generational wealth transfer by building a bridge that will last into the next generation through thoughtful conversations that lead your customer into a life that is performing financially.
Your clients trust you, but some times not enough. In a competitive market, differentiate yourself by adding more value to the relationship and becoming a financial thought leader not just a broker.
Create the ultimate complement to your current toolkit by becoming a financial thought leader in the minds of your clients.
We have created an ecosystem designed to support you in your chosen position – whether a Leader, Coach, or Advisor. Your level of success, fulfillment, contribution, revenue generation, and impact all hinge on what path you choose.
Your journey begins by laying the groundwork for your new high-performing self.
Choose the position you want to play:
COACH: The start of the vocational stream, the Coach is in the game of accountability, working within their network and growing their reach by educating and coaching clients through how to create a Great Financial Life™. Using their own experience and expertise, while also leveraging LEGACY programs, products, partners, providers, and exclusive LEGACY deals, the Coach can earn coaching and consulting fees as well as additional affiliate commissions when applicable
Your journey to become a Financial Life Professional™ starts with the Financial Life Professional™ Foundations Course.
The Financial Life Professional™ Foundations Course is the instructional suite of videos designed to help you educate and guide others on how to complete a personal assessment of their affairs, define their critical path, and the physical organization and realignment of their financial life.
Once completed, you’ll understand how to assist someone to transform the state of, and relationship to, their Financial Life.
Lessons Include:
Course Completion time: 3 – 5 Hours
Once you’ve completed the Foundations Course, you’ll move on to the program specific to your selected position – Leader, Coach, or Advisor.
LEGACY will equip and train the Financial Life Professional™ with a set of proprietary tools. These tools will assist the Financial Life Professional™ in being able to educate, coach and lead others in courageous conversations around living a Great Financial Life™. These proprietary tools include:
The Financial Life Quotient™ (FLQ) comprised of four proprietary assessments, self administered, that include:
The Financial Life Vault™
The Financial Life Plan™
Dependent on your position as a Financial Life Professional™ – you’ll deploy your own Playbook for professional conduct, a business plan if it were, wherein there are regularly scheduled trainings, programs, opportunities and presentations.
The Financial Life Professional™ Playbooks include:
Highlights include:
“Very valuable and inspirational information. I like the distinction that was emphasized by the differences between a Life Coach, Money leader and the Financial Life Professional. My understanding was that as a Financial Life Professional you are in between the two above who brings it all together through applying a method and taking action to achieve results desired. It also makes sense that you yourself have to be a good example/role model of how you manage and operate your finances before you can help anyone realize their goals.”
“When I was first introduced to the FLP curriculum it immediately struck me as a missing link in the education system that can help anyone and everyone identify stages and problems in life and offer solutions and strategies to deal with whatever life throws at you. For me this course is a blueprint that has provided me with clarity, more confidence and the ability to have conversations that we don’t always think about, but are critical. If you are always looking to someone else to provide trust, security and courage, stop and start looking in the mirror. This program is for you.”
The Financial Life Professional™ lives at the crossroads of two critical discoveries:
– the discovery of one’s relationship with all things financial
– the discovery of one’s relationship with their life’s intentions, goals and aspirations
By engaging in a courageous conversation with the help of tools, technology, and proprietary processes, a Financial Life Professional™ helps people bring these two relationships together to create a Great Financial Life™– a life that is whole, complete, and performing financially.
A Great Financial Life™ is a life that is whole, complete, and performing financially. It consists of financial preparedness, focus, resiliency, and literacy, and is rooted in the relationship that one has with their money, wealth, and worth. It is established by being present to the state, quality, and understanding of one’s financial being and financial future.
The Financial Life Professional™ is a wonderful complement to every Financial or Real Estate Service Professional’s ecosystem, and a magical addition to any Life Coaching business, practice, or operation.
Financial Life Professionals™ do not replace financial planners or investment advisors – rather they complement them. Financial Life Professionals™ do not sell services, products or vehicles that require a license unless they are otherwise licensed to do so within the realm of lending, real estate or financial investments. However, Financial Life Professionals™ have commercial relationships with licensed professionals so when required, can hand off their client to licensed agents representing such financial instruments. These agreements would include agreement to client service standards, privacy, promotion and share in success-fees available in exchange for the eduction, consulting and marketing that gave rise to the origination of the client.
The challenge with existing financial planners and investment advisors is that they operate with certain limitations and hinderances which rob them clearly, or unsuspectingly, from being a real contribution to human beings in conversations and dialogues that really, really matter.
Embarrassment, shame, anger, upset, and disappointment are just some of the emotional constructs clients describe their mindsets as when dealing with financial matters that should equally earn the attention of their licensed financial advice giver.
But when one’s financial performance isn’t performing as expected or hoped, or isn’t performing better than needed, there are conversational, metaphysical, mental, emotional and literal disconnects that leads to distance, failure to communicate or outright ignorance – for both parties. A Financial Life Professional™ is positioned and capable of providing this type of conversation, one that takes into consideration what truly matters for a client in regard to their relationship with their money, and the relationship with their life’s intentions, goals, and aspirations.
The Financial Life Professional™ is trained, educated and consistently kept abreast through monthly training modules of the financial life conversation.
Life Coaches (including trainers, advisors, mentors and the like) are adequately equipped to have courageous conversations about all aspects of life, including: sales, leadership, career, life, family, love, spirituality, growth, energy, balance, purpose, calling, life orientation, contribution and health. However, rarely are any Life Coaches equipped, educated and empowered to enter a courageous conversation about one’s relationship with money, wealth, and worth. And frankly, few Life Coaches can enter this conversation as a clear, confident and concrete demonstration of living a Great Financial Life™ themselves – defined as whole, complete and performing.
This is why Life Coaches that add being a Financial Life Professional™ to their suite of services and contribution report an instant freedom, power, and grace in their lives and in their conversations with customers, clients, and students.
The Financial Life Professional™ leverages LEGACY’s unique and proprietary process to help identify specific financial life breakdowns, allowing clients to produce measurable shifts, distinctions, breakthroughs and even transformations in their relationship with the state and future of their financial life.
People that seek and engage a Financial Life Professional™ typically are those that are:
Discover Your FLQ and See For Yourself The Place For Financial Growth and Possibility
Human beings rarely measure and self assess the quality and value of their relationship with money, wealth and worth. Often the only measurement of being rich in what really matters comes down to a bank balance, investment statement or inventory of shiny things. Living and having a GREAT Financial Life is living life financially free of fear, concern and compromise. It’s not just about being rich, but richer in the things that really matter to you and those you love.
That’s why we suggest you start with assessing your relationship with your Financial Self through our proprietary Financial Life Quotient (FLQ) tool that’s comprised of four assessments, they include:
Some of the most common steps clients take while working with a Financial Life Professional ™ include, but are not limited to:
Financial Life Performance™ is a conversational construct that empowers those that enter such a courageous conversation to correct course, modify actions or purify focus so to live a financial life free of concern, crisis, or compromise.
