Become a Kingdom Advisor. Experience world-class training and set yourself apart from your peers. Kingdom Advisors are men and women becoming specialists in offering biblically wise financial advice. Join today to begin your journey to integrate faith and finance.
|I’m a member.||Login to my Account|
|I’d like to join.||Join as a Member|
|I’m just visiting.||Back to Resources|
Mitch Anthony discusses three questions that will unlock more meaningful client counsel. Mitch is renowned for his work training and developing financial advisors at major firms and on an individual basis (www.mitchanthony.com). His three questions will help advisors to unlock important information about their clients' past, their values about money, their passions, and their current challenges and opportunities. The simplicity and potential impact of his presentation can produce transformational results in client relationships.
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.