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If we can’t see the world through our clients’ eyes, we risk losing them to an advisor who is willing and able to share their vision. Research shows that every life event impacts the client’s financial state. You cannot develop a relevant financial roadmap without understanding the life it addresses and how it weaves into Christ’s story. True financial advice and service requires us to become better biographers of our clients.
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).
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