Mitch Anthony discusses the value of financial planning based on life-centered strategies, focusing on transitions not just goals. He emphasizes the importance of asking insightful questions, delivering advice uniquely, and redefining success beyond investment returns. The podcast explores the evolution towards financial life planning, introducing tools for client engagement and shifting focus to meaningful questions. Anthony advocates for prioritizing wisdom over knowledge, defining success through personal calling, impact on others, and embracing life transitions in financial planning.
