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Ron Blue interviews Mitch Anthony on the topic of “Diagnosing Financial Contentment.” Mitch and Ron continue the conversation from the corresponding study group, “Changing the Conversation,” as they explore ways that advisors can open the door in client conversations to meaningful discussions about financial contentment. By continuing to move away from discussions that limit advisors to purely financial measures and by continuing to move toward conversations that invite clients to share their story and to express ways they want to connect financial decisions to their life purpose, advisors can walk with their clients on a path toward financial contentment.
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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