“Great info and perspective.” — Workshop attendee

If you don’t want to be compared to others, start delivering incomparable value.

The existing value propositions of providing financial planning and asset management are all undergoing rapid commoditization. It is becoming increasingly difficult for advisors to distinguish themselves in a crowded marketplace. The one value proposition that transcends becoming a commodity is the one that enables advisors to sell their wisdom, experience, and insights. The hallmark of this new way of thinking is the unique manner in which success is measured—Return on Life.

In this presentation, Mitch describes the six core values that advisors need to fulfill the ROL Value Proposition:

Core Value #1: Organization

Core Value #2: Accountability

Core Value #3: Objectivity

Core Value #4: Proactivity

Core Value #5: Education

Core Value #6: Partnership

Audience members will walk away with a stronger understanding of this new model as well as answers to the following questions:

  • What is the next great value proposition that clients will be willing to pay for?
  • What are the keys to building client connectivity that can’t be broken?
  • How do you speak to what matters most to your clients?
  • How do you build a business model that is good for everyone involved: you, your client, and your organization?


Financial Services Professionals


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