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Investment-Centered or Life-Centered?
Jun 13, 2018 from 3:00 PM to 4:00 PM (ET)
The Business Success Knowledge Circle welcomes Mitch Anthony Wednesday, June 13th, 2018 at 3 pm ET. He will be presenting "Investment Centered or Life-Centered".
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
Your Clients for Life
Along with Steve Sanduski, he founded
, a coaching community that is helping practices transform into Life-Centered Planning firms, and
which inspires and educates those seeking a Life-centered approach to planning.
During the presentation Mitch will discuss Life Centered Planning™, which is a discovery process on focusing on who the client is rather than the assets he or she has.
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