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In this Study Group, Mitch Anthony shares his practice of Discovery from the Inside Out, focusing on the big picture of a client's story to reveal the full context of the client's life before moving on to the numbers. His fresh approach re-frames the traditional question of "Do I have enough money?" to change perspective from ROI to Return on 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.