Bring Life to Your
Financial Planning
And Bring Your Financial Planning to Life
Virtual Summit
In June 2020, we had 5,000 advisors from around the world learn how to deliver more value for clients and improve their business with Life Centered Financial Planning.
Make the shift to a more meaningful 'life-centered' financial planning service, where the client’s life (not their money) is at the very center of every discussion and money is there to serve their life, not the other way around.
Our experts shared years of knowledge, strategies and tactics. If you’re focused on developing your service and your business we've got you covered.
LIFE FIRST
MONEY SECOND
This is how we will build a trusted financial planning profession.
Content specifically designed for financial advisors who want to safeguard their future by delivering value that will NEVER be undervalued!
Featured talks
Not sure what to watch? Here are some talks you won't want to miss.
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Mitch Anthony & Paul Armson
Life20 Kick Off & Welcome!
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Kim Potgieter CFP® Chartered Wealth Solutions, South Africa
Advisor Success - Braver Conversations
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Paul Armson Inspiring Advisers : Life Centered Planners
How to successfully communicate Life Centered Financial Planning - and keep the focus on what matters most!
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Bob Veres Inside Information
The New Profession - The Keys to your Future
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Anthony Villis CFP® First Wealth
Advisor Success - How to escape 'Advisor Ground Hog Day' and bring meaning and purpose to your client value proposition.
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Chris Budd Initiative for Financial Wellbeing
The What, The How and the Why of Financial Wellbeing
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Richard Mullender Former Scotland Yard Hostage Negotiator, The Listening Institute
Listen. Like Your Life Depends On It
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Mitch Anthony Life Centered Planners
The 6 Core Values of Life Centered Planning
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