The Better Quality Of Life Program
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The document is a form for clients to provide their contact information and consent to be contacted by Investors Group for marketing purposes. It includes fields for name, address, telephone number, email, and date. By filling out and signing the form, the client is expressing consent for their information to be used to contact them regarding marketing.
The Better Quality Of Life Program
- 1. Express Consent: By providing my telephone number and/or email address below, I CONSENT to Investors Group using this information to contact me for marketing purposes. NAME: ________________________ ADDRESS: ________________________ TELEPHONE: ________________________ EMAIL : ________________________ DATE : ________________________ Richard Sheppard Senior Financial Consultant Investors Group Suite 610, 1816 Crowchild Trail NW, Calgary, AB T2M 3Y7 Phone: 403.220.9654 X229 Fax: 403.220.9609 Toll Free: 866.424.6329 richard.sheppard@investorsgroup.com
- 2. The Better Quality of Life Program I am a Senior Financial Consultant to self-employed professionals. I created The Better Quality of Life Program. This step-by-step program helps you develop a four-part blueprint to achieve your Quality of Life goals. My practice has created our own unique, targeted program for self-employed professionals to align personal and business finances with life goals and values. It is called The Better Quality of Life Program and it takes wealth planning to a higher level . Our program is not for everyone. It is for professional people who take their financial situation seriously, and have long-term quality of life goals. People who care about their family, value the advice of experts, and are willing to take the time to plan ahead. If you are someone like that, you might be a good candidate. We created this advanced program based on our experience working with hundreds of clients. We have learned that most self-employed professionals get in trouble by taking a piece-meal approach to their financial planning. They have many different financial products and advisors, and everything is fragmented. As a result, their wealth is often eroded over time, they suffer unnecessary stress and worry, and they dont achieve a high quality of life. However, if you integrate your personal and financial situation, and build your planning around clear quality of life goals, you will more likely optimize your wealth, have greater peace of mind, and achieve a better quality of life. THATS WHY WE RECOMMEND YOU DO THREE THINGS. 1. Take a financial snapshot of where you are now. 2. Write down your quality of life goals. 3. Develop and implement an integrated four-part plan (which includes your money, personal situation, business, and family/community). If you want to work on these steps with me, I offer a free 90-minute starter session. During this session, we will work together to assess your current situation and write down your quality of life goals. We will then decide together if you should join our unique program.
- 3. The Better Quality of Life Program The Better Quality of Life Scorecard To help you clearly understand your current situation, try The Better Quality of Life Scorecard. Rate your reactions to each pair of phrases. Decide where you lie on the scale from 1 to 10. Add up your total from each column. We do not have a clear We have a clear, well-defined 1 2 3 4 5 6 7 8 9 10 vision of our future vision of our future We do not have clear We have clear quality of life 1 2 3 4 5 6 7 8 9 10 quality of life goals goals We do not have a plan to We have a plan to achieve achieve our quality of life 1 2 3 4 5 6 7 8 9 10 our quality of life goals goals We feel our financial Our financial affairs are situation is fragmented and 1 2 3 4 5 6 7 8 9 10 integrated and organized disorganized We feel stressed and We feel confident and have worried about our financial 1 2 3 4 5 6 7 8 9 10 peace of mind about our future financial future We have not integrated our We have integrated our money, personal, business, money, personal, business, 1 2 3 4 5 6 7 8 9 10 and family/community and family/community planning planning We are confident that our We are concerned that our 1 2 3 4 5 6 7 8 9 10 wealth will be protected and wealth will be eroded grow We are concerned that our We are confident that we will quality of life will be 1 2 3 4 5 6 7 8 9 10 have a higher quality of life in diminished in the future the future We have tremendous advice We do not feel supported 1 2 3 4 5 6 7 8 9 10 and support for our financial in our financial situation affairs We do not have as much We have a strong sense of confidence in the future as 1 2 3 4 5 6 7 8 9 10 confidence about our future we would like Your Better Quality of Life Scorecard Total: _______ 1. Why did you give yourself that score? 2. What do you need to do to improve your score?
- 4. The Better Quality of Life Program The Better Quality of Life Model FINANCIAL Quality PERSONAL Of Life BUSINESS Goals FAMILY & COMMUNITY
- 5. The Better Quality of Life Program The Vision Question Please describe what you would be experiencing, and how you would be feeling, if you were enjoying a much better quality of life in the future.
- 6. The Better Quality of Life Program Name of Vision: _____________________________ The Four Projects To achieve my Vision, I need to work on these four projects: 1. (Financial) 2. (Business) 3. (Personal) 4. (Family & Community) My Four Actions To get started, I must immediately take these four actions: 1. 2. 3. 4. Trademark owned by IGM Financial Inc. and licensed to its subsidiary corporations. We are committed to keeping personal information confidential. The information collected above may be used by Investors Group and shared with its affiliates to inform you on investment opportunities, provide additional financial information from time to time, and for other internal purposes.