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Advisor Success - One Man's Journey to becoming a Life Centered Financial Planner

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About this talk

Making the shift from a money focused service to a LIFE centered service proposition is not without its challenges!

In this session you will learn about:

~ Overcoming the challenges along the way ~ Dealing with those who just 'don't get it' ~ Using social media to build a life centered practice ~ How a young planner can build a flourishing retirement planning practice

Those who want to effectively brand themselves in the life centered planning space in their market should attend this session. You will learn how to navigate your practice to a place of standing far above your competition and see how to effectively communicate your life centered value proposition from an award winning planner in Australia.

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Mitch Anthony

Mitch is the co-host of this event and the co-founder of Life Centered Planners (with Paul Armson).

Glenn Malkiewitcz

Glenn is a financial planner based in Australia and recently became the very first 'Certified Life Centered Financial Planner' through Texas Tech University.