Mitch Anthony discusses his approach to life centred planning and why deepening your client relationships based on a new type of advisory model could transform your business.
Mitch Anthony is the co-founder of Life Centered Planners (www.LifeCenteredPlanners.com) and ROL Advisor (www.ROLAdvisor.com) and president of Advisor Insights Inc. For almost two decades, Mitch personally consults with many of the largest and most-recognizable names in the financial services industry on both financial life planning and relationship development. Mitch has been named one of the financial services industry’s top “Movers & Shakers” for his pioneering work. He has partnered with Texas Tech University for a certificate program on Life-Centered Planning. Mitch is a sought-after expert for the media, and a regular columnist for Financial Advisor magazine.