Extend your value proposition and
improve satisfaction across all areas of your clients' lives.
Why This Matters Now
Differentiation
Wealth management firms all look the same to clients. Life Alpha is streamlined differntiation-in-a-box for financial advisors.
The Meaning Deficit
Loneliness is now a public health crisis, and people are seeking deeper connections. Clients want to be seen and known.
The Human Advantage
Technology is powerful, but it can't replace helping people articulate what they want from their life and helping them achieve it.
Fully Curated System
Life Alpha delivers a repeatable, scalable process that extends your value proposition into personal growth.
Improve Satisfaction
Life Alpha helps clients identify ways to improve satisfaction, and provides the tools and support to get there.
The Husband and Wife Team Behind Life Alpha
Marc Campbell
- Chairman of the Board at a $3B+ AUM RIA
- Co-Founder & CEO at a $500M AUM RIA
- Strategic Consultant and Speaker at DFA
- Private Equity Group at JP Morgan
- Former Stand-Up and Improv Comedian
"Marc's frameworks and approach have allowed our family to accomplish goals that reach well beyond our finances."
Alison Campbell
- Life Strategist at Five Oceans Advisors
- Marketing roles at Mattel, Guthy Renker, and Bodi
- MBA from UCLA Anderson
- Master's degree in Spiritual Psychology
- Certified Financial Therapist & Enneagram Practitioner
"Ali is the perfect person for this work. Something about her just makes you want to share. There's something magical about her."
Life Alpha Offerings
Client Conversation Tool
Gives advisors an immediate window into what the client truly cares about and how to help.
Our signature Life Alpha Conversation Tool provides clients with a structured snapshot of their satisfaction across The Five Life Domains: Money, Career, Health, Relationships, and Fun.
We don't just hand you a report; we show you how to use it, which gaps to probe, and how to spot natural openings to support the non-financial needs of your clients.
Enneagram Assessments
A personalized blueprint for how to communicate, coach, and plan in ways that actually resonate with the client.
Help your clients recognize the patterns, motivations, and blind spots that shape how they relate to money and make decisions.
After completing the online assessment, clients meet with a Certified Enneagram Practitioner to debrief the results. Advisors have the option to join the debrief, deepening the relationship in real time. You'll also receive a data-backed Insight Report for every client.
Private Coaching
Turning your client's moments of complexity, anxiety, or uncertainty into clarity and a concrete path forward.
Provide clients with a structured, coach-led space to work through a specific life challenge or transition, turning moments of complexity, anxiety, or uncertainty into clarity and a concrete path forward. Common Private Coaching Engagements focus on:
- Planning Your Next Act
- Raising Financially Responsible Adults
- Adapting to Sudden Liquidity
- Developing an Ideal Life Vision
Client Workshops
Deepening clients' connection to intentional living and to their financial advisor.
Guides clients, individually or in a group, to clarify their values, define success, and build systems for intentional living — deepening their connection to their personal growth work and to their financial advisor. Workshops include:
- Redefining Your Success
- Personal State of the Union
- Mindful Approach to Productivity
- Blueprint for Thriving
Please contact us to receive a customized quote based on your specific needs.
Client Feedback
"These are the right questions to be asking to gain a holistic approach to financial well-being."
"I loved the holistic approach. I can see how it ties to my financial plan. What is it for? Am I happy?"
"Tracking satisfaction ratings and looking at them over time together makes us more unified, and we think and feel more unified."
"A few things really resonated with me, especially the idea of reframing my immediate financial options as 'taking care of myself.'"
"Your process demonstrates that clarity of intention leads to precise action, which increases satisfaction."
"This has been great. You make it so easy to open up and be vulnerable."
"We found last year's meeting to be helpful more and more, over time. We printed the notes, highlighted them, and referred to them. We're still hitting on the same life objectives."
"You have created a space for us that we need, that you don't think you need, and then you think 'This is good.' This is a unique and special space."