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Risk management is more than investment risk tolerance. A holistic Christian risk management plan encompasses many areas of life and provides service beyond the typical planning, distinguishing Kingdom Advisors from the crowd. In this Study Group, Mitch Anthony explains the five types of risk that affect everyone, and how advisors can take steps to prepare clients for those risks.
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).
Resources In This Group
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