Articles by Mitch

//Articles by Mitch
Articles by Mitch2018-01-26T17:23:17+00:00

Latest Publications

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 [...]

What Really Smart Financial Advisors Do

Life-Centered Financial Planning Essentials: What Really Smart Financial Advisors Do Having a fruitful conversation involves merging meaning with the person you are speaking with. It does not mean that you should monopolize the conversation by [...]

The Difference Between Success and Failure

Life-Centered Financial Planning Essentials:  The Difference Between Success and Failure Soft skills are the hard stuff—but they’re the difference between success and failure when it comes to life-centered financial planning. Learn all you can about [...]

The Most Important Factor in the Equation

Life-Centered Financial Planning Essentials:  The Most Important Factor in the Equation    The key difference between money-centered and life-centered financial planners is that money-centered financial planners use inferior processes that treat money as if it [...]

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