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Inspiring Clients

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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

Susan Bradley CFP®, CeFT®

Susan Bradley CFP®, CeFT®

Sudden Money & Financial Transitionists® Institute

John Busacker

John Busacker

Life-Worth LLC

John Dashfield

John Dashfield

Client Centred Advisers

Russ Haworth

Russ Haworth

The Family Business Partnership

Nick Lincoln

Nick Lincoln

Values to Vision Financial Planning

Glenn Malkiewitcz

Glenn Malkiewitcz

Endorphin Wealth

Steve Sanduski CFP®

Steve Sanduski CFP®

ROL Advisor

Michiel Van Vugt

Michiel Van Vugt

NNEK - The Netherlands

Anthony Villis CFP®

Anthony Villis CFP®

First Wealth

Talks

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

Paul Armson

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

Anthony Villis

The 6 Core Values of Life Centered Planning

Mitch Anthony

Creating a transformational client experience

John Dashfield

The Financial Transition Planning Model

Susan Bradley

Advisor Success - The Three Killer 'BE's

Nick Lincoln

Life Centered Financial Planning for Family Businesses

Russ Haworth

Life Based Financial Planning

John Busacker Mitch Anthony

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

Michiel Van Vugt

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

Mitch Anthony Glenn Malkiewitcz

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