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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 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).