WELCOME TO EVOLUTION. GENUINE HUMAN INSIGHT THROUGH A DIGITAL MEDIUM.
LIFE EXPLORER: Enabling real connection to events & goals in people’s lives.
We are empowering individuals to have more control of their life and finances to achieve their goals. This App supports a financial advisor and their client to achieve the following:
BUILD EMPATHY THROUGH A GREAT CONVERSATION.
- Life-based conversations - create productive conversations that are not product or financially based, but rather emphasise the exploration of the client’s life and the events that are important to them.
- 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 over time, by priority and the impact of the event on their financial goals.
- Enhance goal conversations with more tangible focus on things that will or might happen.
CONNECT 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.
- A practical application, which facilitates deeper conversation between the financial advisor and their client in four simple steps.
HOW TO START - To enable the conversation
- A default plan that includes up to 35 customizable starting Life event and goal cards. You can personalize the plans to your own style, using your language.
- Template system: save your most commonly used starting plans to engage your clients in conversation faster.
- Four step conversation guide as part of the instruction.
- Add, delete or modify the Life event & Goal cards.
- Move cards into time horizons – Past, Now, Soon, Later.
- Work with your client to identify each goals emotional impact and progress status.
Life Goals & Event Cards in detail
- Change each Life Event and Goal using your language.
- Use pre-loaded Questions to help get the conversation going.
- Notes section to record more detail about your thinking or conversation.
- "How am I tracking" box.
- "How do I feel about this goal" box.
- Time Tracking section with specific date.
- Factoid box: provide interesting, relevant facts to engage your client in a more personalised, empathetic way. Utilise your insights into the customer to create factoids.
Advanced Conversation Feature: A Values Activity that explores the personal values and drivers of the client so any advice provided is consistent with what is important to this client.
Viewing Options & Export choices.
- View 1: Use the Life goals and event plan page with completed icons.
- View 2: Table summary of Life goals, event or issues by time period.
- View 3: CSV Summary of Life goals, event or issues (exportable).
- View 4: PDF summary of Life goals, event or issues (exportable).
- View 5: .GAT file export. Send to another Life Xplorer user.
- All files exportable by email immediately.
- Export to Dropbox, iCloud, Evernote, GoodReader, Adobe, Kindle, iBooks or other note-taking Apps.
- Export .CSV files to financial planning software (customising required)
- Export .GAT Life Xplorer file format to send the completed plan to another Life Xplorer user who can then work on your Life Xplorer plan with you.
Customize, Personalize, support & Security
- Security access login.
- Set up your own password & recovery requirements.
- Privacy setting available, which convert names to file numbers.
- Customize background to your own logo or photos.
- Set up own name & company details for export PDF to client.