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The New Val-You Proposition is at the core of industry leader Mitch Anthony's keynote, Moving from ROI to ROL. In this keynote, Mitch shows advisors how to address two major dilemmas many of them experience: (1) the ability to achieve work/life balance, and (2) compensation. The current value propositions of pushing financial product and providing financial planning and asset management leave "you" out of the "val-you" that advisors bring to their clients. The one "val-you" that transcends becoming a commodity is the one that enables advisors to sell their wisdom, experience, and insights. The New Val-You Proposition is centered around helping clients move from focusing on an ROI (Return on Investment) to ROL (Return on Living™).
Click here to learn more.
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For more than a decade, tens of thousand of financial professionals have turned to the Financial Life Planning Institute (FLPI) to help them transition their organizations from products and process to the next level of financial planning--Financial Life Planning. FLPI has worked with both individuals and organizations to show them how to secure a profitable future by developing clients for life. Leading organizations around the globe have chosen to partner with FLPI because they know the future of financial planning starts here. Click here to learn more about FLPI.
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