The greatest need for advisors hoping to extend their influence and value in the lives of their clients is through Financial Life Dialogues.
This free service, sponsored by the Financial Life Planning Institute, is designed to help educate and inspire financial services professionals who aspire to help clients merge their money and their life. Each dialogue features Mitch Anthony discussing how financial advisors can converse with their clients about key life concepts:
- The Paradox of Plenty
- From Means to Meaning
- Understanding the Value of YOU
- World Class Wealthcare
- Retirement Whiplash
- Spinning Out of Control
- I'm A Numbers Guy
- How We Measure Money
- Boomer Interrupted
- You Can Be an OptiMystic
Click here for individual descriptions or to download and listen to each dialogue.
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