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This collection of PDFs are slides from Mitch Anthony's study group on the topic of "Becoming a Return on Life Advisor." It has slides showing the wheel of discovery, money in its proper place, the evolution of financial thought, and a diagram showing the place of financial life coaching.
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).