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Ron Blue interacts with Mitch Anthony of Advisor Insights. On this call, Mitch and Ron take a retrospective look at the financial services industry based on both of their experiences and perspectives. As they reflect on where the industry has been, they discuss the opportunities that today’s advisors have to position themselves wisely within the industry for maximum life impact with clients. Their discussion provides helpful insights and practical ideas for strengthening your value proposition with your clients.
Mitch Anthony has been creating innovative discovery approaches for the advisor community for the past two decades. He is known for having created “Financial Life Planning” (2001), “Return on Life” (2005), and most recently, “Life-Centered Planning” (2017). A prolific author, Mitch’s seminal books include StorySelling for Financial Advisors, The New Retirementality, and Your Clients for Life. Mitch and Steve Sanduski co-founded ROLAdvisor, a coaching community that is helping practices transform into Life-Centered Planning firms, and the Retirement Coaching Program, a program that equips advisors with the skills to help clients navigate modern retirement.
Ron is widely considered to be the father of Christian Financial Planning. He is the founder or co-founder of Ronald Blue Trust, National Christian Foundation, Kingdom Advisors, and The Ron Blue Institute of Financial Planning. He is also the author of more than 20 books and has served on the boards of numerous organizations. Ron and his wife, Judy, have been married for 53 years, have five children and 13 grandchildren, and live in Atlanta.