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In this Study Group, Mitch Anthony shares his practice of Discovery from the Inside Out, focusing on the big picture of a client's story to reveal the full context of the client's life before moving on to the numbers. His fresh approach re-frames the traditional question of "Do I have enough money?" to change perspective from ROI to Return on Life.
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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