top of page
logo2019tr3.png
Life Stage Insights
tM
Introducing LifeFocus
A transformative approach to lead generation and client nurturing that leverages life stage data to get the right messaging to the right contacts at the right time.
The old way

  • One size fits all

  • Similar to other advisor messaging

Generic Financial Content

  • Untargeted campaigns

email.JPG

  • Low response rate

nochat.JPG
With LifeFocus
slidegiving2.JPG

  • Unique content and insights

  • Resonates with client life priorities

  • Differentiated from other advisor messaging

checkbox.JPG

Have young children

checkbox.JPG

Giving is a priority

checkbox.JPG

Prospect

  • Highly personalized campaigns targeted to contacts based on life stages, events, and priorities.

chat.JPG

  • High engagement

  • Deeper client relationships

  • Connection to top client needs.

Try Life Stage Insights   for Free

​

TM

shutterstock_116283283.jpg

No credit card required

bottom of page