Outsourced Financial Planning Services
At Good Life, we strive to provide pertinent and quality services that benefit the advisors who choose to work within our network. With our Outsourced Financial Planning Services, you can leverage our expert advisors to serve your clientele. If leveraged properly, we can provide a new revenue stream within your current business.
What Do We Provide?
From the very detailed to the very straight forward, our expert team of financial planners acts as an extension of our advisor’s back office, offering:
- Data Collection. Our team will work with you every step of the way to ensure all important information is gathered and all expectations are met.
- Planning & Implementation. We can put together complex and comprehensive financial plans that can lead to additional lines of business based on the overall plan.
- Annual Planning Timeline. We provide a clear timelines to help both you and your clients stay on track.
- Monthly Newsletters. We provide monthly newsletters regarding financial planning trends and products as well as educate you, on how to properly present each financial plan.
- Recommendations & Options. We can make recommendations within the plan, provide life insurance illustrations as well as annuity and portfolio illustrations.
Whether you do not have a background or expertise in financial planning, or you simply want to serve more clients, we can help. Our knowledgeable advisors are prepared to assist with any financial planning needs. Here are just a few reasons to outsource:
- It’s the right thing to do.
- It’s the compliant thing to do.
- Client retention is higher.
- Fiduciary rules are expanding.
- Clients are less likely to evaluate an advisor based on investment performance alone.
- It is easier for clients to refer you to family, friends, and colleagues.
- Over 38,000 financial professionals are already using eMoney.
- Clients are more likely to implement recommendations with the backing of a financial plan.
- Using a financial plan builds trust.
- Almost 80% of advisors reported 10-40% growth in profits from financial planning.
Why Choose Us?
Why should you outsource your financial planning to Good Life Advisors?
- Licensing Fees are currently $3,600 annually.
- Training is extensive and required to take full advantage of the software.
- The typical time to create a comprehensive financial plan is about 5 hours.
- Good Life Advisors has the independence and product solutions to provide objective recommendations in all areas of the client’s needs.
- The advisor will spend less time in front of the computer and more time with their best clients, prospects, or doing other revenue generating activity.
- Let the experts create your plan. An advisor that is not familiar with the software can take longer to complete a plan and can produce a plan that is not user friendly.
- A second set of eyes can add value to your relationship with a client.
- Time will also be reduced as Good Life Advisors will find the best products that match the client’s needs. This lessens the need for advisor to hunt for insurance, annuity, and investment quotes.
- Financial plans can create multiple revenue streams such as; advisory revenues, life insurance sales, long-term care sales, disability insurance sales, annuities, Medicare supplement sales, and other commissionable products.
- It will enable the advisor to do what they do best.
Get In Touch
Contact us to learn more about our outsourced financial planning services.