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"You were the best, most relevant speaker I've heard in the last decade. Thank you for your work" FPA Minnesota Conference Attendee "I heard you speak at the FPA Georgia conference and was truly captivated by your ideas on helping clients articulate their own "fiscalosophy." Knowing this information about our clients is essential, especially in these economic times" FPA Georgia Conference Attendee "Thanks for all you do to make our work so meaningful." Advisor, Illinois "Your guidance, wisdom, and thoughtfulness help me better help my clients." Advisor, Washington "Saw you present at the LPL Conference in Chicago and loved it! Thanks very much, and for an insightful newsletter" Advisor, Michigan
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This Month's Featured Book by Mitch Anthony
The financial services industry is on the brink of transformation, as financial professionals face a growing demand to take a more client-centered approach. Consumers are looking for more comprehensive guidance on how financial issues fit into a whole life plan. Seeking full lives, not merely financial accumulation, investors are proactively soliciting professional help in funding a lifestyle with satisfaction at its core. In Your Clients for Life, Mitch Anthony shows financial professionals how to get started in this new and holistic approach to financial planning. By embracing this new paradigm, advisors will learn how to:
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New keynote now available! What separates the best in the business from the rest of the pack? What is the most powerful force for connecting with your clients? Mitch’s newest keynote, Defining Conversations, answers these questions and more. Organizations and advisors will learn why success rides on the ability to maintain human touch in conversations. Click here to learn more... Mitch will be presenting the opening keynote at the FPA of Colorado's 2010 Financial Planning Symposium. "Moving from ROI to ROL" will be presented on July 15 from 8:00-9:00 a.m. at the Renaissance Denver Hotel. Click here to learn more and register...
Mitch's book, The New Retirementality was recommended as one of three books dentists should consult about achieving "the right mindset about life, wealth and investing." Mitch is also quoted in the article that talks about how important it is for dentists to develop a practice that also enables them to have a return on life. Click here to read the article... Mitch's book, Your Clients for Life is recommended in KBK Wealth Connection's blog, as one of their top 5 books on wealth and money psychology and calls it a "must read"! Click here to read the blog... Mitch was featured in the March 2010 issue of the journal, The Integrative Advisor, published by the Association for Integrative Financial and Life Planning. Click here to read "What Do People Want Their Money to Do"... Read Mitch's newest Financial Advisor article, "My Heros" a look the folks who are truly living the new retirementality. You’ll be inspired by these retirementors: those who think differently to act differently, and refuse to accept society’s norms for when the game is over. Click here to view... All of Mitch's Financial Advisor articles (and more) can be viewed in our Press Room. Click here to access... Mitch and The New Retirementality were featured in Robert Powell’s retirement column on MarketWatch. The popular columnist cites Mitch’s advise of really thinking through what you want out of life, and planning how you’re going to fund it, as one of the “Five Steps to Rethinking Retirement”… Click here to view... Mitch and The New Retirementality were featured in Robert Powell’s retirement column on MarketWatch. In “The Size of a Nest Egg is No Measure of a Man,” Mitch provides commentary on Merrill Lynch move to “work closely with clients to better understand their lifetime aspirations.” Click here to view... Read Mitch's newest Financial Advisor article, "The Next Generation", an insightful interview with Deena Katz of Texas Tech University and Lance Palmer of Georgia State University. Mitch, Deena and Lance delve into how today's graduates are changing the face of financial planning––and what it means to the rest of us. Click here to view... All of Mitch's Financial Advisor articles (and more) can be viewed in our Press Room. Click here to access... Watch and listen as Mitch talks about the four key processes critical to the financial life planning process: The Dynamic Discovery Process, Your New Val-You Proposition, The Year in Review, and The Retirement Risk Profile. Click here to view... |
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