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.

AUDIENCE:

Financial Services Professionals Selling with Emotional Intelligence is offered in two formats: keynote presentation or workshop.

ALSO OF INTEREST:

MYFLTP Tools

Interested in Having Mitch Speak?

Please feel free to reach out to inquire about bookings or if you have any questions!

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