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Index
Cover
Table of Contents
Preface
Change Isn't Coming—It's Here
Acknowledgments
Part I: The End of Financial Services as We Know It
Chapter 1: The Masquerade Party Is Over
Financial Advice in Flux
Expanding Your Reach
Notes
Chapter 2: Erosive Value Propositions
Vacuous and Vaporous
Very Brief History of Distrust
Change Your Mindset
Tracking Your Client's Life
Note
Chapter 3: Deprogramming Advisory Magical Thinking
The Crystal Ball
Indiana Jones and the Temple of Doom
RIP Comparison
Chapter 4: Misplaced Value
Becoming Financially Independent Is Easy
Change Your Focus
Are You Embarrassed Easily?
Understanding the Three Hats You Wear
Chapter 5: The Bottom Line Is Not a Number
The Human Elements
The Central Question
Building Relationships: The Roles You Will Play
Return on Life™ (ROL) Manifesto
What We Need to Know and Continue to Know
Your Bottom Line
Note
Part II: Making the Shift to Life-Centered Financial Planning
Chapter 6: From Money Centered to Life Centered
It's All about Discovery
A Tale of Two Advisers
The Journey That Is Life
Chapter 7: Values That Value
Decommoditize
Core Values
Making the Leap
Chapter 8: Soft Skills Are Really the Hard Stuff
The Self-Centered Self-Delusion
The Empathy Report Card
“I Feel You, Man”
Pathways to Resonance
Roadblocks to Resonance
You Gotta Serve Somebody
Notes
Chapter 9: Answers Get Questioned, Questions Get Answered
Monologos
Dialogos
Really Smart People
Meaningful Questions
Questions for the Quest
Notes
Chapter 10: Delivering Reality Checks
Reality Check 1: Your Clients Need to Know Where Their Money Is Going
Reality Check 2: Your Clients Need to Be Responsible for Their Own Assumptions
Reality Check 3: Your Clients Need to Understand That What They Do with Their Income Impacts Their Life Outcome
Part III: The Dialogues of the Future
Chapter 11: What's Your Fiscalosophy?
Organically Speaking
Past→Path Forward→Pathos
Understanding Their Drivers
Chapter 12: What Is Your Return on Life?
Resetting the Focus
Chapter 13: Money in Motion
What Was I Thinking?
Come Back from the Future: Life Transitions
The Here and Now, and Near Horizon
Transitioning to Transitions
The Ongoing Conversation—Life Unfolding
Cause or Effect
Chapter 14: Retirement Reframed
Individually Speaking
Retirement Staging
New Heroes for a New Era: Retirementors
Notes
Chapter 15: Personal Values and Account Values
Scrambled Signals
Locate Your Values
The Time Is upon Us
Righteous Profits, Happy World
Notes
Chapter 16: Enough Already…
Certain Uncertainties
Three Types of Clients
Epilogue
Appendix AppendixReturn on Life™ (ROL) Manifesto
About the Authors
Mitch Anthony
Paul Armson
Index
End User License Agreement
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