Bring
life
to your

financial planning

and bring your financial planning to life

A digital course and exclusive community of revolutionary Financial Planners. Join us and discover how to deliver value that will NEVER be undervalued!

Start your trial

What's included in my membership?

Exclusive Training Videos

Exclusive Training Videos

Get helpful insights, tips and techniques. Virtual Events and online networking.

Private Discussion Forum

Private Discussion Forum

Learn from and discuss with like-minded professionals and instructors.

Resources & Downloads

Resources & Downloads

Marketing materials and templates to use in your Financial Planning practice.

I have been working to deepen client relationships through better questions over the past several years but know I have a lot I can improve on and refine. Thanks so much for the great work you guys are doing!
Kris Beaulieu

Kris Beaulieu

Certified Financial Planner
Dallas, USA
You have given me key thinking to consider. I'm going back to the 'why' that inspired me to risk everything to get into this profession in the first place.
Lane Powell

Lane Powell

Certified Retirement Counselor
Ohio, USA
What an exciting revolution to be part of. Awesome stuff guys. Thank you so much.
Melony Jacoby

Melony Jacoby

Certified Financial Planner
Durban, South Africa
This is absolutely fantastic and HUGELY inspirational. I believe we are doing something great. Awesome to be aboard.
Dave Donnelly

Dave Donnelly

Certified Financial Planner
Christchurch, New Zealand
I am so excited be a part of this community. It is refreshing to be surrounded by so many like-minded planners!
LaToya Maddox

LaToya Maddox

Certified Financial Planner
Georgia, USA
I look forward to the day when this process becomes the norm for clients and hope that we, as a profession, endeavour to keep the client's life central to our process and keep developing our service to their benefit.
Kate Finlayson

Kate Finlayson

Scotland
I'm really excited to be a part of the LCP Revolution. I've been devouring the materials, and have already been getting great value. I'm looking forward to take what I'm learning to help my clients to live the best life possible with the money they have, and to do the same for myself & my family. Looking forward to getting off the gerbil wheel of products. prognostication & performance for once and for all. Cheers!
Mark Hudon

Mark Hudon

Ontario, Canada
For many years I've been bored with the way we operated our business, the introduction to Life Centered Financial Planning and the hugely positive impact we can have on our clients lives has re-energised me. I'm keen to learn as much as I can to help me deliver a better outcome for my clients and as a result for my business.
Coman Brady

Coman Brady

Sligo, Ireland

A new perspective to amplify your success

Investment focused advice is being commoditised at an alarming rate. We need to change our focus. It's time to deliver value that is uniquely human and focus on clients lives more than we do their money.

Life First Money Second

Now, more than ever, we must demonstrate the power and impact of placing client's lives at the center of the financial advice conversation, not their money.

LIFE FIRST
MONEY SECOND
I realise that a new trend is coming in our profession. Focus on the client's life and not only in his money. In Greece, we are far away from this way of thinking. So I have decided that I want to be different from the other professionals in my country. I am excited to be on board. Let's sail!
Loukas Tournatzis

Loukas Tournatzis

Athens, Greece
I have found what I have been looking for. Life Centered Planning!
Theo Swanepoel

Theo Swanepoel

South Africa
Excited to be on board and already making huge changes to the business and, more importantly, my own outlook on this profession. Let's crack on guys!
Russ Hirst

Russ Hirst

Harrogate, United Kingdom
You're creating something amazing here. It's definitely "an idea whose time has come". I'm looking forward to going from dabbling in life centered planning to mastery.
Mark Hudon

Mark Hudon

Ontario, Canada
I've been exploring your content, and I am absolutely loving it! I am really keen to shape my practice to that of a Life Centred Planner! Looking forward to the content! Keep up the great work!
Marc Sydow

Marc Sydow

South Africa
This year will be my 17th year as an FA. Never before have I been as excited about my vocation. I have always known that I have been good at what I do, but for the first time, I feel that I can be excellent. I look forward to this journey.
Duane Kohl

Duane Kohl

South Africa
I'm excited to be a part of Life Centered Planners. Thank you for sharing why we need to change the way we advise our clients. I'm ready to change.

Vivian E. Brooks

Ohio, USA

Membership Includes

Life Centered Planners
Webinars

Webinars

Video Training

Video Training

Virtual Networking

Virtual Networking

Free eBook

Free eBook
The 7 Great Client Connectors

Free eBook

Free eBook
The Financial Advice Revolution Needs You!

Communicate more value and keep the focus on what matters most.

Checkmark

Learn at your own pace

Checkmark

Get inspired 24/7

Checkmark

Be part of the movement!

Start your trial

About Us

We help financial advisors see the personal and commercial benefits of life centered planning when we put life first, money second.

Paul Armson

Paul Armson

Paul became an independent financial advisor in 1982. After the sudden death of his Mum, he vowed to make 'Life's not a rehearsal!' his mantra. He had found his WHY and this helped him create a successful 'Lifestyle Financial Planning' service proposition; one which brings a real sense of urgency to financial planning. He semi-retired at the age of 45 to start sailing his yacht 'Spellbound' around the world with his soulmate Lynn.

Paul now helps other financial advisors successfully transition to a Life Centered 'Lifestyle Financial Planning' model.

Paul believes it's time for ALL advisors to get back to WHY they do their job - helping clients to get and keep the life they want – by focusing on clients' lives more than they do their money.

Mitch Anthony

Mitch Anthony

For over 20 years Mitch has been bringing fresh perspectives and pioneering thought to the world of financial advice. He believes that Return on Life is the client's ultimate goal and we can help clients get the best life possible with the money they have.

One of the world's leading authorities on Life Centered Financial Planning and a speaker to over 20,000 advisors each year on stages around the world. His messages speak to the heart of serving clients as best we can and he has been named one of the most meaningful keynote speakers in financial services.

He is the founder of the Financial Life Planning Institute, co-founder of Life Centered Planners (with Paul) and ROL Advisor (with Steve Sanduski). He is also an instructor in Life centered financial planning at Texas Tech University.

He is the author of several ground-breaking books including 'The New Retirementality', 'Your Clients For Life' and co-author with Paul Armson of Life Centered Financial Planning (fall of 2020).

Globe

Join the Revolution

We're a community of forward-thinking, determined, and committed financial planning professionals who have decided to hasten the pace of the inevitable. It's time to put LIFE at the center of our mighty profession. Join us.

Start your training now
Life20 Virtual Summit

Relive five days of groundbreaking content.

Get the Replays