Be prepared for anything: How Lifedocs for Business can help Advisors support their clients in a time of crisis

As a financial advisor or coach, you play a critical role in helping your clients plan for their financial future. From retirement savings to investment strategies, you work closely with your clients to ensure they are on track to achieve their financial goals. However, have you considered what would happen if a crisis arises, and your clients' families reach out to you for help? Are you confident that you have the right information to support them? Do you have a copy of their will? Are you prepared to quickly locate their life file? The well-being and peace of mind of your clients and their families depend on your ability to act fast.

This is where Lifedocs for Business can be a game-changer for financial advisors and life coaches. Lifedocs for Business is a comprehensive document management system that provides you with a complete overview of each client's estate readiness. With Lifedocs for Business, you can securely store and manage all of your clients' important documents in one place, making it easy to access and share them when needed. Here are some ways how Lifedocs for Business can help you and your clients succeed:

1. Complete Document Management System: With Lifedocs for Business, you can have a complete document management system for each client in your portfolio. You can store important documents such as wills, trusts, insurance policies, investment statements, and more, in a secure online vault. This means that you can quickly access and share these documents with your clients' families when needed, ensuring that you have the right information to support them during a crisis.

2. Full Sight of Estate Readiness: Lifedocs for Business provides you with a holistic view of each client's level of estate readiness. You can easily see which documents are missing or outdated. This helps you stay organized and prepared, so you can confidently assist your clients and their families during difficult times.

3. Increased Client Engagement: Giving your clients access to their own Lifedocs account increases their engagement and empowers them to take control of their estate planning. They can upload and update their important documents, monitor their estate readiness score, and track their progress towards achieving their estate planning goals. This not only helps your clients feel more confident about their estate planning but also strengthens your relationship with them as their trusted financial advisor or coach.

4. Expanded Service Offerings: Lifedocs for Business opens up new opportunities for you to offer additional services and products to your clients to help them look after their legacy. For example, you can provide guidance on estate planning strategies, insurance products, or other services that align with your clients' estate planning needs. This can increase your share of wallet and provide value-added services that differentiate you from other financial advisors or coaches.

5. Guaranteed Reduction of Administration Costs: Lifedocs for Business can help you save time and money by streamlining your document management process. You no longer have to spend hours searching for important documents or chasing clients for missing information. Lifedocs for Business provides a secure and organized system that simplifies your workflow and ensures that you have the right information at your fingertips when you need it. This can result in a guaranteed reduction of future administration costs, allowing you to focus on delivering exceptional service to your clients.

Lifedocs for Business is a powerful tool that can help financial advisors and coaches be prepared for anything. By providing you with a complete document management system, giving you full sight of each client's estate readiness score, increasing client engagement, expanding your service offerings, and guaranteeing a reduction of administration costs, Lifedocs for Business empowers you to confidently support your clients and their families during times of crisis.