Life-centered planners demonstrate wisdom, experience and insights, and help their clients clarify their meaningful transitions, priorities, and goals. Life-centered planning puts life at the center––and money takes on a supporting role. The book focuses on:
- what matters most to clients, instead of focusing on AUM or pushing products;
- understanding that a strong financial plan is much more than simply accumulating as much money as possible;
- building a business model that is good for everyone involved: the financial advisor, clients, and the organization; and
- moving from being a commodity and repositioning oneself as a client’s trusted advisor.
MITCH ANTHONY is the co-founder of www.LifeCenteredPlanners.com and ROLAdvisor.com, both global communities of life centered financial planners. He is the author of 18 books and a widely sought-after trainer, consultant, and educator on the topics of financial planning and relationship development.
PAUL ARMSON is the co-founder of www.LifeCenteredPlanners.com and the founder of www.InspiringAdvisers.co.uk and the Lifestyle Financial Planning 7 Step Success System, a proven online training program that helps any advisor, anywhere deliver life-changing life centered financial planning.
Dedication (NOTE: To come)
Preface
Acknowledgments (NOTE: To come)
Part One: The End of Financial Services as We Know It
Chapter 1 The Masquerade Party is Over
Chapter 2 Erosive Value Propositions
Chapter 3 Deprogramming Advisory Magical Thinking
Chapter 4 Misplaced Value
Chapter 5 The Bottom Line is Not a Number
Part Two: Making the Shift to Life-Centered Financial Planning
Chapter 6 From Money Centered to Life Centered
Chapter 7 Values that Value
Chapter 8 Soft Skills Are Really the Hard Stuff
Chapter 9 Answers Get Questioned, Questions Get Answered
Chapter 10 Delivering Reality Checks
Part Three: The Dialogues of the Future
Chapter 11 What is Your Fiscalosophy?
Chapter 12 What is your Return on Life?
Chapter 13 Money in Motion
Chapter 14 Retirement Reframed
Chapter 15 Personal Values and Account Values
Chapter 16 Enough Already…
Epilogue
Appendix Return on Life™ (ROL) Manifesto
About the Authors
Other versions by this Author
