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Client Acquisition

Lack of a predictable and scalable client acquisition system

You are a growth-oriented advisor who wants to build a solid practice of clients who you enjoy working with and who value your advice and expertise.

However, finding those clients using traditional methods is time consuming, unreliable, and getting more difficult each year. Dinner seminars are gone. One-to-one client referral meetings, gone. Networking events, paused for now.

There is nothing more frustrating than knowing you are capable of so much more but finding yourself stuck inside of a firm that doesn’t allow you to build a winning digital marketing system.

We’ve there. We have spent years asking for referrals, cold calling, going to charity and networking events trying to meet people, and we had success building our business. In doing so, we learned the hard way that it wasn’t sustainable, scalable, or predictable.

We knew we had to find a better way and build a smarter practice. Our marketing system generates predictable ideal prospects each month. And we have developed the expertise, tools, and resources to empower our advisors to build a smarter practice and win the best clients.

Interested in learning more?

Lifeworks is taking on a limited number of qualified financial advisors in Q1 2021. For a confidential demo of our platform and conversation about the future of your practice, schedule a time to talk with one of our team members.

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