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Financial advisors are tasked with helping each client create the financial plan that is most appropriate for his/her individual situation. While some facts are easily communicated, other crucial factors can only be understood through a deep discovery process. In this session, financial advisors learn to avoid common errors in discovery, instead incorporating strategic approaches including the implementation of Maslow’s Hierarchy of Needs to create a life-centered planning experience.
Mitch Anthony is the founder and president of Advisor Insights Inc., The Financial Life Planning Institute, ROL Advisor, and Life-Centered Planners (U.K.) Mitch is recognized around the globe for his pioneering work in life-centered planning and is a consistently top-rated presenter. He has also been named one of the financial services industry’s top “Movers & Shakers.” Mitch is the author of many groundbreaking books for advisors and consumers, including perennial bestseller Storyselling for Financial Advisors, The New Retirementality, and Life-Centered Financial Planning (2020).