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 SheppardSenior Financial Consultant – Investors GroupSuite 610, 1816 Crowchild Trail NW, Calgary, AB T2M 3Y7 Phone: 403.220.9654 X229Fax: 403.220.9609Toll Free: firstname.lastname@example.org
The Better Quality of Life ProgramI am a Senior Financial Consultant to self-employed professionals. I createdThe Better Quality of Life Program. This step-by-step program helps youdevelop a four-part blueprint to achieve your Quality of Life goals.My practice has created our own unique, targeted program for self-employed professionals toalign personal and business finances with life goals and values. It is called The Better Quality ofLife 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 situationseriously, and have long-term quality of life goals. People who care about their family, value theadvice of experts, and are willing to take the time to plan ahead. If you are someone like that, youmight be a good candidate.We created this advanced program based on our experience working with hundreds of clients. Wehave learned that most self-employed professionals get in trouble by taking a piece-meal approachto their financial planning. They have many different financial products and advisors, andeverything is fragmented. As a result, their wealth is often eroded over time, they sufferunnecessary stress and worry, and they don’t achieve a high quality of life.However, if you integrate your personal and financial situation, and build your planning aroundclear quality of life goals, you will more likely optimize your wealth, have greater peace of mind,and achieve a better quality of life.THAT’S 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, personalsituation, business, and family/community).If you want to work on these steps with me, I offer a free 90-minute starter session. During thissession, we will work together to assess your current situation and write down your quality of lifegoals. We will then decide together if you should join our unique program.
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 10vision of our future vision of our futureWe do not have clear We have clear quality of life 1 2 3 4 5 6 7 8 9 10quality of life goals goalsWe do not have a plan to We have a plan to achieveachieve our quality of life 1 2 3 4 5 6 7 8 9 10 our quality of life goalsgoalsWe feel our financial Our financial affairs aresituation is fragmented and 1 2 3 4 5 6 7 8 9 10 integrated and organizeddisorganizedWe feel stressed and We feel confident and haveworried about our financial 1 2 3 4 5 6 7 8 9 10 peace of mind about ourfuture financial futureWe have not integrated our We have integrated ourmoney, personal, business, money, personal, business, 1 2 3 4 5 6 7 8 9 10and family/community and family/communityplanning planning We are confident that ourWe are concerned that our 1 2 3 4 5 6 7 8 9 10 wealth will be protected andwealth will be eroded growWe are concerned that our We are confident that we willquality of life will be 1 2 3 4 5 6 7 8 9 10 have a higher quality of life indiminished in the future the future We have tremendous adviceWe do not feel supported 1 2 3 4 5 6 7 8 9 10 and support for our financialin our financial situation affairsWe do not have as much We have a strong sense ofconfidence in the future as 1 2 3 4 5 6 7 8 9 10 confidence about our futurewe 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?
The Better Quality of Life Program The Better Quality of Life Model FINANCIAL QualityPERSONAL Of Life BUSINESS Goals FAMILY & COMMUNITY
The Better Quality of Life Program The Vision QuestionPlease describe what you would be experiencing, and how you would be feeling, ifyou were enjoying a much better quality of life in the future.
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 informationconfidential. 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.