Balanced Living Coach™

Balanced Living Coach™ is a financial professional who has completed Balanced Living Training™ and coaches his/her clients through the Balanced Living System™

They approach their clients using a process, called the Balanced Living System™, that put the clients issues and aspirations at the center and place the products secondary. This greatly simplifies how the client views their financial world. They have become more valuable as a coach and their product sales almost always increase. In the end, their products become more useful, but only as tools.

Because the rest of the financial services industry is product-based, Balanced Living Coaches have little to no competition. Their unique approach to simplifying their client's financial world even further separates them from the competition. We call this a Blue Ocean.

Click here to learn how to become a coach.

Product-based Agent

Product-based financial advisors find it increasingly difficult to differentiate themselves because to the client, they look like everybody else selling the same products.

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Process-based Coach

Process-based coach are defined by a unique process that gives the client a unique experience, which they can not get anywhere else. They no longer look like the rest of the Financial Services industry, which is still product-based.