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The Ideal Week in Retirement Tool assists you in illustrating where your clients plan to spend their time in a typical week of retirement. By helping clients visualize their post retirement plans and desires as reflected in an actual schedule, you will have an open door to bringing up important questions around purpose, community, leisure time, and meaning. This extremely practical tool brings clarity to a very important conversation.
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).