Faith-Based Investing Advisory Council

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May Study Group Faith Based Advisors

  • 1.  May Study Group Faith Based Advisors

    Posted 05-20-2022 09:56
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    Please make plans to join our study group session for Faith-Based Advisors today Friday May 20th at 4PM EST.  No registration is required.  Please share with a friend or colleague.  You may join us at the appointed time by following this link: https://smart.newrow.com/#/room/mey-736

    Come for the fellowship and support of other advisors integrating faith into their practice.

    This month Mitch Anthony explains a life-centered discovery process that helps us stay current with clients' changing life circumstances and use those insights to differentiate our advice.

    About the Speaker

    Mitch Anthony

    Advisor Insights, Inc.

    Mitch Anthony is the founder and president of Advisor Insights Inc., The Financial Life Planning Institute, ROL Advisor, and Life-Centered Planners (U.K.) Mitch is recognized around the globe for his pioneering work in life-centered planning and is a consistently top-rated presenter. He has also been named one of the financial services industry's top "Movers & Shakers." Mitch is the author of many groundbreaking books for advisors and consumers, including perennial bestseller Storyselling for Financial Advisors, The New Retirementality, and Life-Centered Financial Planning (2020).



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    MARK TRICE
    CLEARVISTA FINANCIAL
    MTRICE@CLEARVISTAFINANCIAL.COM
    Waco, TX
    5123811510
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