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This National Teleconference call is a conversation between Ron Blue and Mitch Anthony. During the call, Mitch discusses key components for creating an atmosphere to invite clients into heart level conversations. By engaging with clients where they are and then by learning to ask questions that facilitates their willingness to share, you can gain a deeper understanding of the true context of a client's financial decisions as you help them navigate the transition points of life.
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.