Mitch Anthony - For more than a decade, helping organizations and individuals master the art of client conversations.
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Debbie Anthony, Vice President
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Mitch Anthony headshot   Mitch Anthony
Advisor Insights Inc.

Mitch Anthony is the founder and president of Advisor Insights and the Financial Life Planning Institute, the leading provider of financial life planning tools and programs for the financial services industry.

For almost two decades, Mitch and his team have provided training and development for both individual advisors and major organizations throughout the world. Mitch personally consults with many of the largest and most-recognizable names in the financial services industry on both financial life planning and relationship development.

Mitch is a consistently top-rated presenter who has spoken to groups ranging from 10 to more than 10,000. He has been named one of the financial services industry's top "Movers & Shakers" for his pioneering work. Through the Institute, he has partnered with Texas Tech University, the University of Georgia, and Utah Valley University to develop financial life planning programs for their undergraduate programs.

Mitch is a sought-after expert for the media, and a regular columnist for Financial Advisor magazine. His columns have appeared on CBS MarketWatch and in the Journal of Financial Planning. His original comic strip "Stanley Brambles, CFG (Certified Financial Guru)" has appeared monthly in the print edition of Research magazine. Mitch is also host of the daily radio feature, The Daily Dose, heard on over 100 radio stations nationwide.

Mitch is also the author of many groundbreaking books for advisors and consumers, including perennial bestseller StorySelling for Financial Advisors, cited by Financial Advisor magazine as the number one "must-read" book for financial professionals. His other books include The New Retirementality (now in its 4th edition), Defining Conversations, From the Boiler Room to the Living Room, The Financial Professional's StoryBook, Your Clients for Life, Your Client's Story, Selling with Emotional Intelligence and The Financial Lit Kit (The Cash in the Hat, The Bean is not Green, and Where Did the Money Go?).

Mitch Anthony
Rochester, MN

Debbie Anthony headshot   Debbie Anthony
Vice President
Advisor Insights Inc.

Debbie is responsible for the day-to-day operations of Advisor Insights Inc. (including,,, and the Financial Life Planning Institute). She oversees the company's extensive publishing and training programs, manages logistics for Mitch's consulting and speaking engagements, and works with him on developing content and curricula for clients. A former educator (with degrees in music education and psychology), Debbie has been working with Mitch for over 20 years.

Debbie Anthony
Rochester, MN