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This Listening Guide accompanies the Study Group "Discovery from the Inside Out." Mitch Anthony introduces a fresh approach to client discovery, emphasizing the big picture of the client's life and Return on Life, rather than just ROI. He re-frames the question of "Do I have enough money?" using the tool of Fiscalosophy and the Financial Lifeline concept.
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).