Mitch Anthony
AC21 Workshop-Becoming a Better Biographer of Your Client: Questions that Need to be Asked
About the Course
Financial advisors are tasked with helping each client create the financial plan that is most appropriate for his/her individual situation. While some facts are easily communicated, other crucial factors can only be understood through a deep discovery process. In this session, financial advisors learn to avoid common errors in discovery, instead incorporating strategic approaches including the implementation of Maslow’s Hierarchy of Needs to deliver a life-centered financial planning process.
About the Speaker
Mitch Anthony
Advisor Insights, Inc.Mitch Anthony is the founder and president of Advisor Insights Inc., The Financial Life Planning Institute, ROL Advisor, and Life-Centered Planners (U.K.) Mitch is recognized around the globe for his pioneering work in life-centered planning and is a consistently top-rated presenter. He has also been named one of the financial services industry’s top “Movers & Shakers.” Mitch is the author of many groundbreaking books for advisors and consumers, including perennial bestseller Storyselling for Financial Advisors, The New Retirementality, and Life-Centered Financial Planning (2020).
Available Sessions
| # | Session | Score | |
|---|---|---|---|
| 1 | 2021 AC Workshop-Becoming a Better Biographer of Your Client: Questions that Need to be Asked | Take Test |
Need Help?
1.404.497.7680
info@kingdomadvisors.com
Continuing Education
Accepted for CE Credit
Hours: 1
Designations: CKA®, CFP®, IMCA, PACE, FPSC, Institute, Insurance
Minimum Passing Grade: 80%
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