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Based on Mitch’s breakthrough book, Your Clients for Life, 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 is a discovery process that focuses on who the client is instead of just on what he or she has. By using Mitch’s model, advisors can demonstrate to clients how every aspect of their lives has an impact on their wealth-building or wealth-protecting process.
Four areas of client discovery are taught in the FLP discovery model:
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Client history |
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Current and approaching life transitions |
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The importance of making goals tangible |
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The principles that guide clients' lives and money |
The best analogy of Financial Life Planning came from Elizabeth Jetton, who said: “You have a 200 piece jigsaw puzzle on the table in front of you. What is the first and most important piece? It’s not the corner piece, it’s the picture on the cover of the box! Until you know what that picture is for your client, all you’re doing is moving pieces around the table. Financial Life Planning is about knowing the picture before we start moving the pieces.” – from the keynote
For Bookings, contact Mitch Anthony at:
507.282.2723 or mitch@mitchanthony.com. |
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The Return On Life™ (ROL) approach, and accompanying keynote, developed by industry leader Mitch Anthony, addresses the two major dilemmas experienced by many top advisors: (1) work/life balance and (2) compensation.
The existing value propositions of recommending financial products, and providing financial planning and asset management are all undergoing rapid commoditization. It is becoming increasingly difficult for advisors to differentiate themselves in a crowded, 'me too' marketplace. The one value proposition that transcends becoming a commodity is the one that enables advisors to sell their wisdom, experience and insights. The hallmark of this new way of thinking is the unique manner in which success is measured, Return On Life™. Audience members will walk away with a stronger understanding of this new model as well as answers to the following questions:
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What is the next great value proposition that clients will be willing to pay for? |
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How do you change the perception you created as a product or process vendor? |
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How do you speak to what matters most to your clients? |
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How do you build a business model that is good for everyone involved: you, your client and your organization? |
For Bookings, contact Mitch Anthony at:
507.282.2723 or mitch@mitchanthony.com. |
