Historically, the financial advisory business has been about a story of numbers. Today, it’s about a number of stories, say Mitch Anthony.
Of course, good advisors always knew that viewing our industry as a matter of number-crunching was just a fairy tale. And today, revolutions in technology and an aggressive marketplace have made that fairy tale ancient history.
Instead, pioneers in life-centered financial planning, like noted author and speaker Mitch Anthony, want to refocus our industry on a different story: the client’s.
How? By having better conversations that take place where money and life intersect.
Between Now and Success