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Mitch Anthony of Advisor Insights, Inc. shares a retrospective look at the financial planning industry and discusses how you can create a compelling value proposition by learning how to become a “Return on Life” advisor who follows the Apostle Paul’s admonition to, “in humility, value others above yourselves.” Additionally, Mitch defines five components that connect means to meaning in a client’s life. You will learn how to interact with your clients in each of these five key areas to help them make wise financial choices in keeping with the meaning God has given to their lives. Advisors will be challenged and equipped by the practical and insightful teaching that Mitch offers. There are presentation slides available for Becoming a Return on Life Advisor in the Tools and Resources section of our website.
Mitch Anthony is the founder and president of The Financial Life Planning Institute, ROL Advisor.com, and Life-Centered Planners (U.K.). He 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.” His certified life-centered planning courses are taught at Texas Tech University. Mitch is the author of many books for advisors and consumers, including perennial bestseller Storyselling for Financial Advisors, The New Retirementality, and Life-Centered Financial Planning (2020).