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