Mitch will guide us through the six core values that advisers need to fulfil the Return on Life Value Proposition: Organisation, Accountability, Objectivity, Proactivity, Education, and Partnership and explain how they underpin a more enduring and differentiated advice proposition. Rather than focusing on products or transactions, this approach helps you articulate the role you play in improving clients’ lives in a meaningful and measurable way.
What you will gain:
- A clear understanding of how evolving client expectations are reshaping what people value and pay for in financial advice
- The ability to position your expertise, judgement, and personal insight as a clear and differentiated value proposition
- Practical ways to strengthen client relationships by focusing on what matters most to your clients
- A framework to align your business model with outcomes that benefit both your clients and your practice
Mitch Anthony - President of Advisor Insights Inc. and Return On Life Advisors
Mitch is president of Advisor Insights Inc. and Return On Life Advisors (roladvisor.com)–– companies dedicated to training those in financial industries to better serve their clients. He has been named one of the industry’s Top Movers and Shakers by Financial Planning Magazine.
He is also the founder of several non-profit and charitable organizations, including:
- Reasons2Live.org (an international suicide prevention effort)
- The Rxtra Mile (a partnership with Mayo that provides air miles for cancer patients)
- Peer Power (international youth empowerment and life skills education)
He is the author of 10 books, including:
- The New Retirementality – Planning Your Life and Living Your
Dreams … at any Age (now in its 4th edition)
- The Daily Dose – 240 Stories that Motivate and Inspire
- God, Man and Mammon- Navigating the tension between the material and the spiritual.
His work has been featured in ABC Evening News, CNN, Bloomberg, CBS Marketwatch, and Kiplingers Magazine.
His radio feature, The Daily Dose, is heard by close to a million listeners a day.
CPD: 1 hours
Member: Complimentary | Non-member: $50 (+GST)
A separate Zoom Registration Link will be emailed to registrants