Providing Financial Advisers the Tools to Anticipate & Manage Client Behavior Through Volatile Markets
Read More“Righting” Your Book following the DOL’s ruling. Helping advisors develop a new value proposition and action plan to become the advisor of choice.
Read MoreHelping Financial Professionals Understand & Manage Risk in a Less Certain World
Read MoreHelps financial professionals accelerate their personal and professional success through consciousness, to help them become as successful on the inside as they are on the outside
Read MoreMitch Anthony is the founder and president of Advisor Insights and the Financial Life Planning Institute, the leading provider of financial life planning tools and programs for the financial services industry.
Read MoreDr. Moira Somers is a clinical neuropsychologist & professor who helps financial professionals make positive emotional connections with clients so that they can earn their trust, help them follow through with their commitments, retain them for life, and refer other ‘just-right clients’ to them
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