Are you ready for TRUE INDEPENDENCE?
Careers
How Advisors Can Achieve True Independence
You may be frustrated that your practice has stagnated. You may feel stuck with a firm that fails to deliver what successful advisors need today.
Your answer can be the breakthrough model from Lifestyle Freedom Advisory Group, LLC (“Lifestyle Freedom”) designed from the ground up based on over two decades of research and practice application
As a 1099 contractor, you gain true independence, and your practice is supported by a seamless platform comprised of leading investment solutions, best-of-breed advisor technologies, and a responsive client-service team.
Partnering with Lifestyle Freedom adds new revenue streams through our Family Office Services division with its network of 57 solution providers and allows you to add new high net worth clients with our CPA Partner Channel, who become a seamless part of your team.
Today’s advisor needs to be able to support their clients in person and virtually. You can design your practice in a way that works best for you, and we will take care of the rest. With Lifestyle Freedom by your side, you earn more, are viewed as a trusted resource to your clients, and become re-energized as you grow your practice and income.
The Lifestyle Freedom Way
Advisor Independence
The 1099 contractor model offers you the attractive payout and the freedom you crave to run your own practice. Design your ideal practice to easily manage your book and free up your time to focus on key relationships.
Practice Support
Best-of breed advisor solutions delivered on a seamless platform supported by a nimble back-office and client service team. Lifestyle Freedom can handle all client servicing, if desired.
Practice Growth
Add new revenue streams and gain a pipeline to new clients with a Family Office Service Division and CPA channel program. Wealth management expertise is available on demand.
True Differentiation - End the Frustration of Failed Social Media Campaigns and Ineffective Marketing
In the face of national competitors and the ultra-competitive social media landscape, you may feel like you can’t stand out from the crowd of look-alike advisors.
Advisors love independence, but you can gain true differentiation and an engine of growth to add A-list clients with a Family Office Services Division.
Lifestyle Freedom helps you restructure your existing CPA relationships, add strategic partners, and deliver complex wealth management solutions.
This program means you get a pipeline to new high net worth clients and your practice adds lucrative revenue streams.
And, with Lifestyle Freedom you now have time for your key relationships.
Whether you are already an independent financial advisor looking to take your practice to the next level or are just considering independence, you can benefit from our model.
Lifestyle Freedom is looking to add a limited number of new advisors in 2021. Our model intends for its advisors to have a degree of exclusivity in their areas while providing virtual support on an as-needed basis.