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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.

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Relive five days of groundbreaking content

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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

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

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

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

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

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

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

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!

Bob Bove CFP®

USA
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

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

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).

Terry Oehler CFP®

Canada
I have been utterly fascinated by the presentations so far. Quite amazing stuff, especially to a little long in the tooth adviser.  
Linda Weedman

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!

Ian Francis

United Kingdom
This is exactly what we financial planners are needing at this current time of crisis. Thank you.
Rebecca Gayler

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

Max Horne

Scotland
Thanks a lot for the opportunity I had to attend the virtual summit. I wish you the best.
Giorgio Canella

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

Natalie Eagling

United Kingdom

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!

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Relive five days of groundbreaking content

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