For financial advisors
Your financial planning clients are navigating more than you can see. Now you can see it.
Built on established science, the LTLI is a ten-minute tool that facilitates clients giving advisors the life context they need — structured, validated, and ready to go.
You already know non-financial context matters for planning.
You just don't have a structured way to access it.
1) A client makes an unexpected decision and you realize something significant was happening in their life you didn't know about.
2) You sense a client is distracted or risk-averse — but the conversation stays on the portfolio because there's no structured entry point for what's underneath.
3) You want to offer whole-person guidance but are uncertain how to go about that.
QUOTES
What clients are saying:
"It makes you stop and consider areas of life that we just brush off."
"Reflecting on my current life situation is useful for plotting a new course."
"It correctly characterized my situation and got me thinking about what I should do."
The numbers
Fun Facts:
92
Percent of pilot participants said the LTLI helped them better reflect on what they are carrying in life
7
Life domains: Identity & Purpose, Work, Caregiving, Relationships, Physical health, Home & Community, Financial & Legal
65
Percent of participants found the LTLI beneficial and helpful.
Simple to deploy.
Immediate value.
5.
Stand out with a differentiated client experience.
1.
Client completes the LTLI on their own at home via a unique advisor-branded portal.
2.
Advisor receives a copy of the report.
6.
Easily document and track the clients’ life events over time.
8.
Show your client you care; not only about their financial plan, but about their whole life.
3.
PII is stored in a HiPAA compliant platform.
4.
You have a more complete picture of the non-financial aspects of planning.
7.
For an additional fee, refer to us for coaching and other relevant support, so you don’t have to play therapist.
Advisor FAQ’s about LTLI:
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A report that details what the client has disclosed is going on in various areas of life.
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Private Identifying Information (PII) is stored on a HIPAA compliant platform. Depending on your email server, we can send the report with or without PII.
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Clients are not expecting you to fix the problems in their life. They are giving you more information so you can address their lives holisitically, and make a comprehensive financial plan for what’s coming down the road in life.
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Once we have established your unique, firm branded link, you can send it to clients ahead of a client review, or at any point throughout the year that you want to check in with them.
Clients take to it naturally. The LTLI is reads less like a formal assessment and more like a thoughtful reflection on where you are right now. The feedback from clients was overwhelmingly positive; with many of them noting how helpful it was in taking stock of where they are now in life.
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We provide client-facing information about our services for you to share, and when you forward that to them, you copy us so we are alerted.
From there, we will reach out to the client with a personalized message and invite them to complete the intake form to opt in. From there, we will let you know when they scheduled an appointment with a coach.