Latest Publications
Would You Invest in the Companies You’re Recommending?
Life-Centered Financial Planning Essentials: Would You Invest in the Companies You’re Recommending to Clients? Do you want to invest in companies that you are proud of? I’m sure your response was, “Of course!” But truth [...]
Why One Retirement Plan Does Not Fit All
Life-Centered Financial Planning Essentials: Why One Retirement Plan Does Not Fit All Not all people retire well. Some people can’t retire soon enough: their workplace, their coworkers, and their workload are literally killing them. On [...]
Don’t Start the Conversation with Goals
Life-Centered Financial Planning Essentials: Don’t Start the Conversation with Goals Have you ever asked a client what his or her goals are, only to be met with a deer-in-the-headlights response? Most people are so caught [...]
Focus on Behaviors that Produce Results
Life-Centered Financial Planning Essentials: Focus on Behaviors that Produce Results The core question driving the advice and planning world has been, “Do you or will you have enough money?” Little wonder then that advisors spend [...]
Understanding Your Client’s Journey
Life-Centered Financial Planning Essentials: Understanding Your Client’s Journey How did your clients come by their attitudes, beliefs, behaviors, and habits around money? By chance or by happenstance? To arrive at an answer requires a unique [...]
Client Reality Check
Life-Centered Financial Planning Essentials: Client Reality Check Your clients want—and need—a reality check from you: Reality Check 1: Your clients need to know where their money is going. That means conducting a lifetime cash flow [...]
Interested in Having Mitch Speak?
To learn more about Mitch’s presentations and programs, or to book Mitch for your next event, please contact us!