If you need help transitioning to a Return on Life Practice and using MyFLPTools, Mitch can provide customized coaching for you and your team. Sessions take place during four one-hour calls as follows:
Call 1: Practice design toward Return On Life (ROL) and goals for integrating Financial Life Planning. Set targets for Financial Life Checkup conversations.
Call 2: Process results of Financial Life Checkup conversations and discuss common transitions in client base and potential targets for Life Transitions conversations.
Call 3: Process results of Life Transitions conversations and impact on business going forward. Discuss and review various New Retirementality conversations and select candidates for New Retirementality conversations.
Call 4: Process New Retirementality conversation outtakes. Discuss ongoing integration and establishing continuous discovery protocols in practice.
Financial Services Professionals Selling with Emotional Intelligence is offered in two formats: keynote presentation or workshop.