Description Log in to mark as a favorite
Changing life circumstances usually have financial implications. Mitch Anthony examines the impact of life transitions and the opportunities for advisors to help clients maximize the benefits and minimize the pitfalls of life transitions in the financial planning process.
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
Related Resource
© 2024 Kingdom Advisors | Privacy Policy | Cookie Policy | Terms of Use
