This brief video equips you to use the financial contentment card exercise (featuring the five uses of money: Giving, Lifestyle, Debt, Taxes, and Saving) with your clients in a way that will lead to meaningful interactions about the topic of contentment and change-oriented financial decision making.
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).