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Year in and year out you are being compared with last year’s returns, indexes, and competitors. It’s a no-win game over time, and the time has come to transplant your central value proposition. By becoming wisdom merchant, you will demonstrate your wisdom, experience, and insights, and help your clients clarify their meaningful transitions, priorities, and goals. This session will focus on the six core values of the wisdom merchant to help clients make wise financial decisions.
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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