It’s not just about a story of numbers, it’s about a number of stories.
Based on Mitch’s breakthrough book, Your Client’s Story, this presentation focuses on how advisors can begin to move their practices toward the financial life planning model—where every product and service is tied directly to the life transitions and goals of the client.
Financial Life Planning (FLP) is a discovery process that focuses on who the client is instead of the assets he or she has. By using the FLP model, advisors can demonstrate to clients how every aspect of their lives has an impact on their wealth-building or wealth-protecting process.
Mitch will discuss the four areas of client discovery that are key to the Financial Life Planning process:
- Client history
- Current and approaching life transitions
- The importance of making goals tangible
- The principles that guide clients’ lives and money
Based on Mitch’s timeless classic, advisors will walk away with a fresh sense of confidence that they are asking the right questions and building their relationships on the right foundation.
“Mitch Anthony’s closing keynote was by far the best presentation of the conference. He is an engrossing, compelling speaker, with a wonderful perspective on broadening and improving the notion of what financial planning is and can be. I went home and immediately started using some of his ‘big picture’ questions with clients to great success.”
Financial Services Professionals
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