Latest Publications
The Difference Between What Client’s Want and What They Expect
Life-Centered Financial Planning Essentials: The Difference Between What Client's Want and What They Expect There’s a big difference between what clients want, and what they expect. Let me explain. Clients expect their advisor to be [...]
Stop Clinging to Promises That You Can’t Deliver
Life-Centered Financial Planning Essentials: Stop Clinging to Promises That You Can't Deliver It’s time to stop clinging to the promises that are impossible to deliver consistently over time: Prognosticating next year’s financial climate. Executing perfect [...]
The Only Context Clients Care About
Life-Centered Financial Planning Essentials: The Only Context Clients Care About With life-centered financial planning, “life” is the point, the objective, the logical conclusion, and the only context that clients care about. It’s about getting your [...]
Stop Reviewing and Start Previewing
Life-Centered Financial Planning Essentials: Is Your Value Proposition Sustainable? How can you tell if your value proposition is unsustainable? You cannot control the outcome. The value of your offering continues to erode, and the price [...]
No Time Like The Present
Originally posted in Financial Advisor (fa-mag.com) on July 1, 2020. On a recent trip to Alaska to see my son, a park ranger, I asked him about how officers like him are trained to respond [...]
Pigeonholes Of Perspective—Can We Talk?
Originally posted in Financial Advisor (fa-mag.com) on September 1, 2020. With everything going on around the world—a global pandemic, economic uncertainty and social unrest—being able to have meaningful and impactful conversations is more important than [...]
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!