Articles by Mitch

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 [...]

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 [...]

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 [...]

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 [...]

Life-Centered Financial Planning Essentials:  The Six Core and Intangible Values that Your Clients Want and Need If your goal is to bring value that cannot be commoditized, you need to understand the six core and [...]

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 [...]