The most meaningful role you can play in your client’s life.
If, as our research has shown, every life event impacts the client’s financial state, how can you develop a relevant financial roadmap without understanding the life it addresses?
Based on Mitch’s breakthrough book, Your Clients for Life, this presentation focuses on how advisors can begin to move their practices toward the LIFE-CENTERED PLANNING ™ model—where every product and service is tied directly to the life transitions and goals of the client. Life-Centered Planning (LCP) is a discovery process focusing on who the client is instead of the assets he or she has. By using the LCP model, advisors can demonstrate to clients how every aspect of their lives has an impact on their wealth-building or wealth-protecting process. During this keynote, Mitch will discuss the three areas of client discovery that are key to the Life-Centered Planning process:
- Client history and perspectives shaped by defining experiences
- Establishing ROL (Return on Life) as a primary objective
- Current and approaching life transitions
Financial Services Professionals
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