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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 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).