Demonstrating Value

Meet our Speakers

We've gathered some of the top experts in the field to discuss this topic. With years of experience between them, they're well-equipped to offer invaluable insights and perspectives.

Mitch Anthony

Life Centered Planners

Paul Armson

Inspiring Advisers : Life Centered Planners

Sarah Asebedo Ph.D., CFP®

Texas Tech University

Chris Budd

Initiative for Financial Wellbeing

John Busacker

Life-Worth LLC

John Dashfield

Client Centred Advisers

Andy Hart

Humans Under Management

Russ Haworth

The Family Business Partnership

Nick Lincoln

Values to Vision Financial Planning

Glenn Malkiewitcz

Endorphin Wealth

Jason Myhre

Eventide

Andre Novaes CFP®

LifeFP, Brazil

Kim Potgieter CFP®

Chartered Wealth Solutions, South Africa

Steve Sanduski CFP®

ROL Advisor

Dr. Moira Somers Ph.D., C.Psych.

Money, Mind and Meaning

Bob Veres

Inside Information

Anthony Villis CFP®

First Wealth

Talks

Advisor Success - Braver Conversations

How to successfully communicate Life Centered Financial Planning - and keep the focus on what matters most!

The New Profession - The Keys to your Future

Advisor Success - How to escape 'Advisor Ground Hog Day' and bring meaning and purpose to your client value proposition.

The What, The How and the Why of Financial Wellbeing

The 6 Core Values of Life Centered Planning

Creating a transformational client experience

Advisor Success - The Three Killer 'BE's

Life Centered Financial Planning for Family Businesses

Life Based Financial Planning

Rethinking Risk Tolerance Assessments

Providing value when markets are volatile

Increase the Value of Your Advice with Values-Based Investing

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

How to bring a real sense of urgency to Life Centered Financial Planning

Delivering 'RETURN ON LIFE' for Every Client in Every Meeting

Advisor Success - Dreams Under Management - and the 'bet'!

Informed Risk For The Financial Literate

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