This is a presentation I delivered with Mitch Anthony. In it, we:
1. Share 3 new client dialogues that will completely differentiate you from all other advisors.
2. Show you why the current investment-focused planning model is broken and a new model that will replace it.
3. Show you how to future-proof your business from low-cost competitors and encroaching technology.
The industry is shifting from an investment-focus to a life-centered planning focus. These 3 dialogues pave the path for you to have meaningful conversations with your clients that go beyond what the market is doing. Ultimately, money is just a tool to help clients live a better life. These dialogues equip you to facilitate that life-centered conversation so your clients can live the best life possible with the money they have.