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The existing value propositions of providing asset management and financial planning are undergoing rapid commoditization. To transcend becoming a commodity, an advisor should be valued for their wisdom, experience, and insights, which are the qualities of an ROL (Return on Life) advisor. Learn how to engage in transformative discovery, and review processes that focus on client perspective, individual progress management, and addressing what matters most.
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).