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Create a more dynamic client relationship by personalizing the conversation you have with your clients from the initial discovery meeting to yearly reviews. The value you bring to your clients is helping them pursue financial contentment and peace of mind. Using the five uses of money and a new contentment indicator, Mitch leads you in a new direction to measure success in client relationships. He teaches how to put the focus where it belongs and not get sidelined by the common traps of comparative returns and beating indexes.
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).