85 min listen
Ep 091: Increasing The Value Of Advice By Focusing On Life-Centered Planning For Transitions Not Goals with Mitch Anthony
Ep 091: Increasing The Value Of Advice By Focusing On Life-Centered Planning For Transitions Not Goals with Mitch Anthony
ratings:
Length:
102 minutes
Released:
Sep 25, 2018
Format:
Podcast episode
Description
My guest today trains and coaches financial advisors on how to ask the right questions in order to have better conversations with clients. Mitch Anthony is the co-founder of ROLAdvisor, a coaching community that helps practices transform into Life-Centered Planning firms. With his truly unique gift for finding the right words for effective client conversations, Mitch describes the value of financial planning itself based on six principles that all advisors should take into account. In this episode, we talk about the real value that financial advisors provide, as well as the best way to communicate this to clients and prospects. Listen in to hear Mitch’s advice for effective client conversations, the problem with the traditional focus of benchmarking an advisor’s return on investments, and why he is more focused on providing what he calls a “return on life.” For show notes and more visit: https://www.kitces.com/91
Released:
Sep 25, 2018
Format:
Podcast episode
Titles in the series (100)
Ep 008: Maximizing The Valuation Of A Financial Advisor’s Book, Practice, Or Business, with David Grau: David Grau Sr. is an author, former securities attorney, and a founder and president of FP Transitions. Since 1998, FP Transitions has had the goal of matching sellers and buyers of financial practices - specifically, financial advisors hoping to sell the by Financial Advisor Success