Mitch Anthony - For more than a decade, helping organizations and individuals master the art of client conversations.
 
 
The Changing Face of Retirement
Connecting You and Your Clients' Best Interests
Defining Conversations
The E.P.I.C. Retirement
Financial Life Planning
Moving from ROI to ROL
Selling with Emotional Intelligence
StorySelling: How Top Producers Engage Their Clients
 
For more information about our workshops and training programs, please contact us at:

507.282.2723 or mitch@mitchanthony.com


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MOVING FROM ROI to ROL (Return on Life)
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AUDIENCE: Financial services professionals
ALSO OF INTEREST: Your Clients for Life (Book)


Moving from ROI to ROL (Return on Life) is based on Mitch's Return on Life™ model and addresses the two major dilemmas experienced by many top advisors: (1) differentiation in a "me too" marketplace; and (2) compensation.

The existing value propositions of providing financial planning and asset management are all undergoing rapid commoditization. It is becoming increasingly difficult for advisors to distinguish themselves in a crowded marketplace. The one value proposition that transcends becoming a commodity is the one that enables advisors to sell their wisdom, experience, and insights. The hallmark of this new way of thinking is the unique manner in which success is measured—Return On Life™.

In this presentation, Mitch describes the six core values that advisors need to fulfill the ROL Value Proposition:

Core Value #1: Organization
Core Value #2: Accountability
Core Value #3: Objectivity
Core Value #4: Proactivity
Core Value #5: Education
Core Value #6: Partnership

Audience members will walk away with a stronger understanding of this new model as well as answers to the following questions:

What is the next great value proposition that clients will be willing to pay for?
What are the keys to building client connectivity that can't be broken?
How do you speak to what matters most to your clients?
How do you build a business model that is good for everyone involved: you, your client, and your organization?