Become a Kingdom Advisor. Experience world-class training and set yourself apart from your peers. Kingdom Advisors are men and women becoming specialists in offering biblically wise financial advice. Join today to begin your journey to integrate faith and finance.
|I’m a member.||Login to my Account|
|I’d like to join.||Join as a Member|
|I’m just visiting.||Back to Resources|
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 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.