Life Xplorer

The LifeXplorer app is designed to help financial advisors build long-term, mutually beneficial relationships with clients using a digital tool.

Using the app, you’ll create digital plans based on having an engaging, empathetic conversation with your client based around the client’s life events and goals. Following the straightforward process provided by the app, your conversations will create a genuine emotional connection with your client and result in the development of long-term relationships that evolve as their lives change.

LifeXplorer supports a financial advisor and their client to achieve the following:

BUILDING EMPATHY THROUGH A GREAT CONVERSATION.
- Life-based conversations – engage in productive conversations that are not product based, but rather emphasise the exploration of the client’s life and the events that are important to them – tied back to their financial situation.
- Based on the psychology of people choosing the events that they see happening in their lives.
- Help clients build clarity about events in their life, prioritised and over different time horizons.
- Convert these life events into real goals, personalised for the client.

CONNECTING TO THE IMPORTANT THINGS
- Engaging and empowering the client in the process of identifying the events they see happening in their life, deleting or creating new events, moving them to predicted time horizons and prioritizing them based on their value and importance.
- LifeXplorer is a practical application, and guides you through the client conversation process using 5 simple steps. You are prompted along the way to ensure your conversation is both natural, and incisive.

Features
- A 5 conversation guide as part of the instructions on how to use the app.
- Client plan templates that let you create and save your most commonly used starting plans, allowing you to engage your clients in valuable conversations faster. Templates and plans can be comprehensively customised to suit your own language and style.
- 4 starter plan templates based on common customer segment, and containing over 20 life events and relevant questions.
- Fully customisable Life Events, which include ‘insights’ and key questions to help you really explore your client’s goals.
- Work with your client to identify each goal's emotional impact and progress status.
- Values Activity – get your client to select their most important values, then discuss these in relation to their life events and goals.
- PIN Security and plan anonymisation function.
- Export plans in PDF, .CSV or LifeXplorer format
- Instantly email plans or export to DropBox, iCloud, Evernote, Kindle or other note taking app.


Versions Available

1 LifeXplorer Starter

Your initial installation of LifeXplorer is a free trial version, allowing you to try out LifeXplorer’s proprietary conversation techniques with a client (one plan limit). By registering your app with us, you'll also get access to training videos and support to help you get the most out of the tool.

2 LifeXplorer Subscription (in-app purchase)

Subscription Type: Monthly, Auto-renewal
Price: $49.99 AUD per month.

A LifeXplorer subscription allows you to create unlimited LifeXplorer plans.


The Subscription Type for LifeXplorer is Auto renewal, meaning your plan will be renewed every month until you cancel it.

Privacy Policy and Terms of Use: http://globaladvicetraining.com/index.php/LifeXplorer

More information available at http://mylifexplorer.com

更新履歴
This version of LifeXplorer contains two new great features we've created in response to user feedback:

1) Export your plans in Microsoft Word format.
Need to edit your plan before sending to a client? Or perhaps you wish to attach the plan to your file notes in systems like COIN and XPlan. LifeXplorer now lets you export your completed plan in Microsoft Word format - which means you can now edit or change the final report as you require. This feature was requested by many our LifeXplorer users, and we're pleased to provide it in this latest version.

2) Easier Delete Life Event card functionality
We've changed the way you delete Life Event cards to make it easier to do, particularly on smaller iPads. Now, when you hold down a Life Event card, you'll be taken to a delete screen, where you can simply drag/drop your deleted cards into a larger graphical trash can icon. This gesture change represents a much easier interface for Life Event card deletion, and we think it will assist you in using LifeXplorer even more efficiently. Of course, you can still undelete Life Event cards - the only thing that's changed is the actual delete process which we believe is now simpler and easier to use.