We are in our third year using LIFE REFINED. It is a unique tool that effectively keeps us top-of-mind with valued relationships and passively generates new client opportunities. It has been a great experience and ROI.
— SVP of P&C Private Client Group

For those working with wealthy clients; stay top of mind, cultivate word of mouth, and enhance client experience


Investing in relationships is good for business

Relationships are critical for professionals working with affluent individuals, families and executives. Clients and centers-of-influence are both assets to protect and potential advocates that generate opportunities. Conveying and nurturing the value of these relationships solidifies and fuels business.

Make it easy for relationships to think of you often and share your business with others

Subtly promote your business every day all year round using the power of lifestyle content and a unique personal touch. Imagine your own high-end private label lifestyle magazine mailed quarterly to relationships as both a special gift and a potent passive marketing tool. This is LIFE REFINED.

  • Designed for high net worth audiences
  • Exclusive use with households/relationships
  • Ownership of all marketing space, no "ads"
  • Personalized/one-to-one marketing
  • Precisely targeted and relationship focused

Distinctive touchpoint rises above the clutter and works

LIFE REFINED is a brilliant way to display gratitude, remain engaged and cultivate business.

  • 24-7-365 presence and high visibility in home or office (e.g. coffee table, office lobby)
  • Positions your brand with a lifestyle focus
  • Conversation starter that makes it easy/fun for relationships to share you with others
  • High-quality, personalized gift resonates

Visit FAQ/Testimonials page to learn more.

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