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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 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.