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This article, written for the Journal of Financial Planning by Mitch Anthony, takes a look at the inherent weaknesses in relying on market returns and commonly used statistics and indices to assess how well a client's portfolio is doing rather than understanding their priorities, situation, goals, transitions, and hopes. When advisors are able to assess and measure "returns" in these areas via a client's financial decisions, they will increase their value proposition to their clients and they will help their client accomplish what really matters to them in life.
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).