The ExperiCorps Experiment

By |2021-06-07T20:23:44+00:00June 7th, 2021|

Originally posted at fa-mag.com by Mitch Anthony, May 1, 2021. Last year I was approached by two professionals with an interesting idea for a social experiment with retirees. One of the men was a serial entrepreneur named Bob Ahmann. The other was a retired engineer named Darryl Solie (I say “retired,” but he’s always involved [...]

The Hands of Time

By |2021-03-09T20:19:31+00:00March 9th, 2021|

Originally posted at fa-mag.com by Mitch Anthony, March 1, 2021. What does the clock say, Bapa?” asked my granddaughter Aryela for the third time in the last minute. “It says 4:42, honey.” We were dyeing eggs, and the instructions said to let them soak for seven minutes. We were one minute in, and the hands [...]

The Tenets Of Transformation

By |2021-03-09T20:15:39+00:00January 8th, 2021|

Originally posted at fa-mag.com by Mitch Anthony, December 1, 2020. What do you do when you find yourself succeeding financially but it just doesn’t seem like enough? When you want to practice real financial planning instead of superficial forms with products attached? When you want to really service your clients and make a lasting impact [...]

How Much is “Enough”?

By |2021-01-14T21:32:58+00:00January 6th, 2021|

Life-Centered Financial Planning Essentials: How Much is “Enough”? What’s the ultimate aim of a financial planner, specifically one who is practicing life-centered financial planning? Contrary to what the industry would have everyone believe, it’s not to beat the market—it’s to help clients get and keep the life they want. Life-centered financial planners are tasked with [...]

Would You Invest in the Companies You’re Recommending?

By |2021-01-14T21:31:19+00:00January 6th, 2021|

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 be told, most us haven’t been paying attention. It just makes sense to reward companies that reward their employees, their [...]

Why One Retirement Plan Does Not Fit All

By |2021-01-14T21:30:05+00:00January 6th, 2021|

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 the other end of the spectrum, some people will never retire because who they are and what they do are [...]

Don’t Start the Conversation with Goals

By |2021-01-14T21:26:09+00:00January 6th, 2021|

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 up in the present that they haven’t yet framed a portrait for the future. Goals are an important conversation, but [...]

Focus on Behaviors that Produce Results

By |2021-01-14T21:24:45+00:00January 6th, 2021|

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 so much time validating allocations, investments, and returns, thereby creating a never-ending cul-de-sac dynamic where they must constantly justify how [...]

Understanding Your Client’s Journey

By |2021-01-14T21:23:21+00:00January 6th, 2021|

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 skill set—that of a biographer. In fact, your competence regarding discovery comes down to developing this biographical competency with your [...]

Client Reality Check

By |2021-01-14T21:21:54+00:00January 6th, 2021|

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 analysis with your clients. Reality Check 2: Your clients need to be responsible for their own assumptions. Reality Check 3: [...]

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