Your presentation at Power Live had the highest score ever in the 12 year history of Personal Finance Society events! Your presentation at Live had the highest score ever in the 12 year history of Personal Finance Society events! To learn more about Mitch's speeches and programs, or to book Mitch for your next event, please contact us! Mitch Anthony's 23rd book, Life Centered Financial Planning (with Paul Armson) will show you how to rise above the competition and make a difference in the lives of your clients!
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Mitch Anthony has been creating innovative discovery approaches for the advisor community for the past two decades. A prolific author, Mitch's seminal books include StorySelling for Financial Advisors, The New Retirementality, and Your Clients for Life.
Along with Steve Sanduski, he founded ROLAdvisor, a coaching community that is helping practices transform into Life-Centered Planning firms, and the Retirement Coaching Program, a program that is equipping advisors with the skills to help clients navigate modern retirement.Along with Paul Armson, he launched LifeCenteredPlanners.com, a platform designed to educate and inspire life-centered planners.
Along with Steve Sanduski, he founded ROLAdvisor, a coaching community that is helping practices transform into Life-Centered Planning firms, and the Retirement Coaching Program, a program that is equipping advisors with the skills to help clients navigate modern retirement.Along with Paul Armson, he launched LifeCenteredPlanners.com, a platform designed to educate and inspire life-centered planners.
The most robust resource center you will find for Financial Life Planning tools and content. Designed for the self-starter, the site is replete with built-in tutorials and innovative discovery tools that help develop deeper relationships with clients. All of this is yours for only $29.95 per month (plus a one-time setup fee of $199).
More than one million people tune in each day to be motivated and inspired by the stories and wisdom of Mitch Anthony through his popular syndicated radio feature, The Daily Dose. Carried by close to 100 radio stations, The Daily Dose provides a caffeine-free way to jump-start your day. To learn more about Mitch's speeches and programs, or to book Mitch for your next event, please contact us!
What we're experiencing now is unprecedented, but we have all faced fear, confusion, anxiety, and panic in the past. Those who pull through times of crisis are led by sound principles, a positive attitude, and the ability to listen intently and deliver empathic advice. Helping clients focus on their long-term perspective, while dealing with their immediate fears.
The advisor's first responsibility is to understand the client's story and then to build a financial plan around that story. Relationships, according to Mitch, are the result of the exchange of stories. The more you and your client understand each other's stories, the more lasting the relationship is.
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