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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 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.