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LifeGuide’s Team-Based Approach

A better approach to financial advising

While much of the financial advising industry still employs a traditional “solo advisory model” where one client is assigned to one advisor, we’ve built our firm around a fundamentally different approach: a team-based advisory model.

The Industry Norm:
Solo Advisory Approach


The solo advisory model is the financial industry’s traditional and most popular advisory model. Under this model, a single advisor oversees a large group of clients. This can lead to many negative consequences, including:

  • Client success is dependent on one person
  • Singular perspective, experience, and biases
  • Limited advisor availability
  • Loss of relational continuity if the advisor retires or moves on to another role (i.e., the dreaded “relational cliff event”)
  • Reduced ability to serve future generations

The Industry Norm:
Solo Advisory Approach

The LifeGuide Way:
Team-Based Approach

We take a highly collaborative, team-based approach to advising—allowing us to better serve our clients now and into the future. This approach has many benefits, including:

  • Perspective: Problem-solving and decision-making become much more effective when leveraging a team’s collective wisdom, expertise, and experience.
  • Availability: Because you work with multiple team members, someone on your team is almost always free to talk with you.
  • Continuity: Your team will never leave you high and dry. If an advisor takes a new role or leaves the firm, your other advisors will be there to make sure you don’t skip a beat.

We take a highly collaborative, team-based approach to advising—allowing us to better serve our clients now and into the future. This approach has many benefits, including:

  • Perspective: Problem-solving and decision-making become much more effective when leveraging a team’s collective wisdom, expertise, and experience.
  • Availability: Because you work with multiple team members, someone on your team is almost always free to talk with you.
  • Continuity: Your team will never leave you high and dry. If an advisor takes a new role or leaves the firm, your other advisors will be there to make sure you don’t skip a beat.

More heads are better than one

LifeGuide’s Team-Based Approach

We assign all comprehensive service clients to an advisory team consisting of a Senior Financial & Life Advisor, Lead Financial Advisor, and Service Advisor.

  • Senior Financial & Life Advisor — Your Senior Financial & Life Advisor is responsible for your overall relationship with LifeGuide. They help you discover your unique “what?” and “why?” and provide wisdom at important crossroads. Your Senior Financial & Life Advisor collaborates with your Lead Financial Advisor to provide seasoned perspective and help keep you focused on what’s most important.
    • All LifeGuide Senior Financial & Life Advisors are required to hold the CFP®, RLP®, and CKA® designations.
  • Lead Financial Advisor — Your Lead Financial Advisor is responsible for building and implementing your plan and investment strategy. They will serve as your primary day-to-day advisor and help you make wise decisions as life unfolds.
    • All LifeGuide Lead Financial Advisors are required to hold the CFP® and CKA® designations.
  • Service Advisor — Your Service Advisor serves as your technician and “get-it-done” advisor. Behind the scenes, they perform analyses, execute action items, monitor progress, and take care of transactions on your behalf.
    • All LifeGuide Service Advisors are required to hold a Series 65 or Series 66 securities license.
Meet the Team ▸
LifeGuide’s Team-Based Approach
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