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Demonstrating Value

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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

Mitch Anthony

Life Centered Planners

Paul Armson

Paul Armson

Inspiring Advisers : Life Centered Planners

Sarah Asebedo Ph.D., CFP®

Sarah Asebedo Ph.D., CFP®

Texas Tech University

Chris Budd

Chris Budd

Initiative for Financial Wellbeing

John Busacker

John Busacker

Life-Worth LLC

John Dashfield

John Dashfield

Client Centred Advisers

Andy Hart

Andy Hart

Humans Under Management

Russ Haworth

Russ Haworth

The Family Business Partnership

Nick Lincoln

Nick Lincoln

Values to Vision Financial Planning

Glenn Malkiewitcz

Glenn Malkiewitcz

Endorphin Wealth

Jason Myhre

Jason Myhre

Eventide

Andre Novaes CFP®

Andre Novaes CFP®

LifeFP, Brazil

Kim Potgieter CFP®

Kim Potgieter CFP®

Chartered Wealth Solutions, South Africa

Steve Sanduski CFP®

Steve Sanduski CFP®

ROL Advisor

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

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

Money, Mind and Meaning

Bob Veres

Bob Veres

Inside Information

Anthony Villis CFP®

Anthony Villis CFP®

First Wealth

Talks

Advisor Success - Braver Conversations

Kim Potgieter

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

Paul Armson

The New Profession - The Keys to your Future

Bob Veres

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

Anthony Villis

The What, The How and the Why of Financial Wellbeing

Chris Budd

The 6 Core Values of Life Centered Planning

Mitch Anthony

Creating a transformational client experience

John Dashfield

Advisor Success - The Three Killer 'BE's

Nick Lincoln

Life Centered Financial Planning for Family Businesses

Russ Haworth

Life Based Financial Planning

Mitch Anthony John Busacker

Rethinking Risk Tolerance Assessments

Moira Somers

Providing value when markets are volatile

Sarah Asebedo

Increase the Value of Your Advice with Values-Based Investing

Jason Myhre

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

Glenn Malkiewitcz Mitch Anthony

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

Paul Armson

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

Steve Sanduski Mitch Anthony

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

Andre Novaes

Informed Risk For The Financial Literate

Andy Hart