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MItch Anthony shares with insight, clarity, and conviction as he unpacks what it takes to move from a “ROI” to an “ROL” (Return on Life) advisor. You will learn five common mistakes advisors make that limit them in their client conversations. Then, Mitch unpacks a new way to approach the discovery process with clients so that financial goals become a more natural expression of the client’s ongoing story. Finally, Mitch shares how advisors can begin to measure what matters by helping clients to accurately assess their level of financial contentment. You will be challenged and encouraged by Mitch Anthony’s comprehensive and wise teaching.
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.