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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.
This Virtual Summit was one of the best events I have ever attended. The presentations were timely, informative and interesting. Well done to everyone who made it happen. And thank you to you two who have launched this direction for the financial services profession (not industry).
Jerry Sheridan
USA
Thank you gentlemen for an excellent week of inspiration and thought provoking material from excellent speakers. Just the job. Great idea to put this together to overcome the current circumstances we are faced with.
Judith Farrall-Wilks
United Kingdom
Bravo! What a great week of content in the Life-Centered planning space. You have really advanced the conversation and given advisors great tools and thought leading insight through all of the various speakers.
John Busacker
USA
Wow! Blown away! Just finished watching your first session. We have spent the better part of the last 2 years trying to find a better way to get to the “why” of what we do, and your first session really helped us clarify that to a whole new level that will enable us to better articulate our value to our clients.
David Garrioch CFP®
South Africa
The speakers and topics have been excellent and the content reinforces my conviction the key to our profession is in our ability to continually improve how we connect with people. The future is bright!
Coman Brady
Ireland
I have enjoyed every single session and will gladly contribute to the costs of the conference simply because the value I have received exceeds the cost by a mile.
Anton Swanepoel CFP®
South Africa
Thanks for all that you and Mitch are doing with the Life20 Summit. I am thoroughly enjoying it, and definitely getting a lot of benefit out of it.
Kirsty Scully CFP®
South Africa
Great job on this amazing Virtual Summit. Loving it! I saw the 3 hats presentation on Monday. Used it Tuesday and landed a major client on the first call! Awesome!
I want to both thank and congratulate you on an awesome pioneering event. I am simply staggered and certainly inspired by the quality of the content – bravo!!!
Mark Cooper
United Kingdom
THANK YOU for an incredible conference. This is my 20th year in business and I've never felt so rejuvenated. Learning from you both and your incredible range and depth of speakers has been a real joy this week. Well done and thank you from the bottom of my heart.
Kristine Douglas
Canada
WOW! What a week! You and Mitch did a fabulous job coordinating all of the presenters from around the world to provide an unbelievable experience for life-centered advisors (and those who aspire to be).
I have been utterly fascinated by the presentations so far. Quite amazing stuff, especially to a little long in the tooth adviser.
Linda Weedman CFP®
South Africa
What a truly fantastic start to the week, I joined all the sessions and took a great deal of inspiration from them. Mojo installed, this week IS the best powerpack ever!
This is exactly what we financial planners are needing at this current time of crisis. Thank you.
Rebecca Gayler
Australia
The content was absolutely amazing! Thanks for doing such a great job, you should be very proud of what you have set up with this Life20summit.
Max Horne
Scotland
Thanks a lot for the opportunity I had to attend the virtual summit. I wish you the best.
Giorgio Canella
Italy
This is fantastic. I love the format and how you have transitioned to online in such a slick way. And of course, I love the content; it's making this profession purposeful... and what is life without purpose?!
Natalie Eagling
United KingdomSpeakers
Bringing together the world’s thought leaders in financial planning to share their best insights and experiences on adopting, communicating and delivering a LIFE CENTERED Financial Planning approach.
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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