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|08:45 - 09:15 AM
||Registration & Networking
|09:15 - 11:45 AM
Becoming Your Client's Retirement Coach
Attend onsite or virtually
Mitch Anthony has changed the conversation about retirement from one focused solely on money to one focused on purpose. In The E.P.I.C. Retirement (Engagement, Purpose, Integration, Challenge), Mitch challenges advisors to embrace a new role that will separate successful advisors from the rest.
Mitch Anthony is the founder and president of Advisor Insights Inc., The Financial Life Planning Institute, ROL Advisor.com, and Life-Centered Planners (U.K.).
Mitch is recognized around the globe for his pioneering work in life-centered planning.
For two decades, Mitch and his team have provided training to individual advisors and major organizations throughout the world.
Mitch is a consistently top-rated presenter and was recognized as one of the most “meaningful speakers” in financial services. He has been named one of the financial services industry’s top “Movers & Shakers.”
Mitch is a sought-after expert for the media, and a regular columnist for Financial Advisor magazine. His columns have appeared on CBS MarketWatch and in the Journal of Financial Planning. His original comic strip “Stanley Brambles, CFG (Certified Financial Guru)” has appeared in Research magazine. Mitch is also host of the daily radio feature, The Daily Dose, heard on over 100 radio stations nationwide.
Mitch is the author of many groundbreaking books for advisors and consumers, including perennial bestseller Storyselling for Financial Advisors, cited by Financial Advisor magazine as the number one “must-read” book for financial professionals. His other books include The New Retirementality (now in its 4th edition), Defining Conversations, From the Boiler Room to the Living Room, The Financial Professional’s StoryBook, Your Clients for Life, Your Client’s Story, Selling with Emotional Intelligence, and The Financial Lit-Kit (The Cash in the Hat, The Bean is not Green, and Where Did the Money Go?).
This presentation is approved for 2 Minnesota Insurance Credits.
What You Will Learn:
Increase Your Value
How to increase value and utility to your clients by defining the scope of the engagement to address the values of your clients and what they desire and need to achieve their goals.
Connect With Your Clients
Learn how to speak to what matters most to clients by demonstrating a clear understanding of their values.
How to define a level of engagement that works for the advisor, the client and the organization.
Watch Video on NAIFA LIVE:
How NAIFA Live Works:
NAIFA Live is your new monthly meeting format. One location per month is chosen as the host location to broadcast the featured feature. You can choose to attend in person at the host location--this month at the Ewald Conference Center in St. Paul, Minnesota--or choose a viewing location near you. Alternatively, you can participate in NAIFA Live virtually wherever you might be.