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Risk management is more than investment risk tolerance. A holistic Christian risk management plan encompasses many areas of life and provides service beyond the typical planning, distinguishing Kingdom Advisors from the crowd. In this Study Group, Mitch Anthony explains the five types of risk that affect everyone, and how advisors can take steps to prepare clients for those risks.
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.