Get the best life possible with the money you have.

Year in and year out you are being compared with last year’s returns, indexes, and competitors. It’s a no-win game over time, and the time has come to transplant your central value proposition from ROI to ROL (Return on Life™). Today’s clients want more from you than being a purveyor of products or an asset allocator. They can get these things elsewhere at much less cost.

By becoming an ROL advisor, you will demonstrate your wisdom, experience, and insights, and help your clients clarify their meaningful transitions, priorities, and goals. You have the tools and the skills to truly make a difference in their lives.

Topics covered:

  • How do you change a client’s perception that you are strictly an investment manager or product salesperson?
  • 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?
  • How do you avoid becoming a commodity and reposition yourself as your client’s trusted advisor?


Financial Services Professionals


View Book: From the Boiler Room to the Living Room

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