Inspiring Clients

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

Susan Bradley CFP®, CeFT®

Sudden Money & Financial Transitionists® Institute

John Busacker

Life-Worth LLC

John Dashfield

Client Centred Advisers

Russ Haworth

The Family Business Partnership

Nick Lincoln

Values to Vision Financial Planning

Glenn Malkiewitcz

Endorphin Wealth

Steve Sanduski CFP®

ROL Advisor

Michiel Van Vugt

NNEK - The Netherlands

Anthony Villis CFP®

First Wealth

Talks

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

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

The 6 Core Values of Life Centered Planning

Creating a transformational client experience

The Financial Transition Planning Model

Advisor Success - The Three Killer 'BE's

Life Centered Financial Planning for Family Businesses

Life Based Financial Planning

What can we learn as advisors from a hostage, a world champion, a terror attack survivor and a refugee ship skipper?

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

Register