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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
“…Beyond the sound advice, Anthony’s deep experience allows him to provide a plethora of rich examples
and inspiring stories that he eloquently shares in From the Boiler Room to the Living Room.” Filled with in-depth insights and expert advice, From the Boiler Room to the Living Room is a must-read for any financial advisor or institution intent on adapting to the changing times and forging meaningful, long-term connections with current and future clients. Stop following and start leading. Click here to order copies for yourself and your team. |
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Mitch's newest keynote now available! Now more than ever, financial services organizations and advisors need to understand their clients. Mitch's new keynote, What Business Are You In?, helps organizations and advisors understand that their ongoing success isn't about helping your clients make money or pushing product––it's about helping them achieve their goals. Click here to learn more...
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...
Mitch will be appearing at the 2010 Annual FPI South Africa Convention in May. Mitch will be presenting a 3-hour workshop on Financial Life Planning. Click here to learn more...
The Cash in the Hat DVD and Discussion Guide is now available! Using the same retro-style of Mitch Anthony’s popular book, The Cash in the Hat comes to life in this entertaining DVD. Narrated by Mitch, the DVD educates and entertains viewers about the importance of financial commonsense. As a bonus, the DVD comes with a study guide designed to help viewers engage in a dialogue around the concepts featured in the book. Perfect for reading or study groups, The Cash in the Hat DVD/Discussion Guide and The Cash in the Hat can be used to teach both children and adults about the importance of fiscal responsibility. A special package of ten books and the DVD/Discussion Guide is available at a special price. Click here to learn more …
Mitch and The New Retirementality was featured in The Star in a discussion of how retirement expectations are changing in South Africa. Click here to read the article... |
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