IFW’s Advisor LIFT program connects financial professionals with high intent consumers actively seeking advice & guidance on how to accomplish specific financial goals!
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Lower the time you spend on marketing and Increase the number of prospects you meet on a Favorable basis so you can Take your practice to the next level |  |
How It Works?
Step 1
Consumers seeking specific financial advice sign up for IFW’s education services focused on: lowering or eliminating taxes in retirement, mitigating the effects of market volatility on their portfolio, and strategies to never run out of money in retirement.
Step 2
Consumers sign up for their FREE Retirement Roadmap that will be reviewed with an IFW Financial Professional. The roadmap demonstrates their current financial situation and how they can improve their financial position.
Step 3
The IFW Financial Professional receives a set number of roadmap requests each month. The IFW team & call center schedule appointments on behalf of the financial professional. In the 1st meeting, the financial professional gathers the necessary information to prepare the roadmap and begin their relationship with the consumer
The LIFT Difference!
What’s better about a LIFT Retirement Roadmap Request than any other lead program you have experienced before?
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It’s not a lead! It’s a request for an IFW Retirement Roadmap from a high intent consumer looking for specific guidance. |
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The IFW’s call center, automated communications, and webinars schedule appointments for you. |
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The IFW attracts qualified audiences and then engages, cultivates, and nurtures a trusted relationship with every consumer BEFORE you are introduced. |
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The IFW’s Retirement Roadmap Selling System is a proven bridge to win clients! Each consumer is excited to receive their IFW Retirement Roadmap. This experience forms the beginning of the trusted relationship between you and the consumer. |
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The LIFT program offers “options”. Depending on your personal preferences, level of experience, and staff resources, there are several ways you can participate and be successful. |
Hear What Advisors Are Saying
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Mark S – “I love the IFW Advisor LIFT Program! I literally received a 10X+ ROI after my first 6 months, and my pipeline is full”. |
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Eric L – “Outstanding program! I always get excited when the appointments show up in my calendar.” I secured 4 excellent clients from my first set of 10 qualified appointments. |
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Derrick S – “Problem solved! I don’t ever worry about where my next appointment will come from”. |
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Jeanette S – “The IFW’s Retirement Roadmap has given me a clear, concise, and easy way to demonstrate specific financial concepts to win new clients”. |
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Daniel D – “The LIFT program is amazing. From the moment I signed up, the entire IFW team has been so helpful, supportive, and literally a pleasure to work with. I love the best practices and learnings from the study groups too”. |
What Can You Expect Beyond Just a Qualified Roadmap Request?
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A streamlined onboarding & training experience |
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Dedicated account manager available to help you succeed |
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Services & support beyond the roadmap request! (personal concierges and callers may help with scheduling, fact finders, & roadmap building) |
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Full access to IFW’s Retirement Roadmap Selling System and CRM (It’s yours to use for anyone, anytime) |
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Ongoing sales support and study groups with IFW Leadership and your peers |
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Continued IFW consumer engagement & content distribution that builds trust and endorses the excellence of the IFW Financial Professional Network |
About the Institute of Financial Wellness: The Institute of Financial Wellness is America’s most comprehensive multi-media financial education company providing free access to the unbiased, engaging, fact based information Americans need to ensure their best lives. Established by professionals with decades of experience running financial services firms and media companies, the IFW seeks to serve as America’s most trusted company for financial education, resources and services. Learn more here about why consumers trust the IFW.
Pricing Options
There are three plan levels available with no long-term contracts.
You can switch plans anytime at the start of the following month.
Silver |
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25 Roadmap Requests Per Month |
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Retirement Roadmap Selling System Access & Training |
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Appointment Scheduling, Confirmations & Reminders |
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IFW Consumer Engagement & Cultivation Communications |
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IFW Study Group Participation & Sales Support |
| Cost: $1,398 per month (Includes $149 software fee $249 call center service fee) |
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Gold |
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50 Roadmap Requests Per Month |
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Retirement Roadmap Selling System Access & Training |
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Appointment Scheduling, Confirmations & Reminders |
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IFW Consumer Engagement & Cultivation Communications |
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IFW Study Group Participation & Sales Support |
| Cost: $2,398 per month (Includes $149 software fee $249 call center service fee) |
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Platinum |
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75 Roadmap Requests Per Month |
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Retirement Roadmap Selling System Access & Training |
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Appointment Scheduling, Confirmations & Reminders |
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IFW Consumer Engagement & Cultivation Communications |
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IFW Study Group Participation & Sales Support |
| Cost: $3,398 per month (Includes $149 software fee $249 call center service fee) |
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