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Join KA adjunct faculty member, Mitch Anthony in a training session that was originally recorded for KA members in their monthly study group. During this session, Mitch shares with insight, clarity, and conviction as he unpacks what it takes to move from a “ROI” to an “ROL” (Return on Life) advisor. Mitch unpacks a new way to approach the discovery process with clients so that financial goals become a more natural expression of the client’s ongoing story.
About the Speaker
Mitch Anthony
Advisor Insights, Inc.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).
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