Mitch Anthony - For more than a decade, helping organizations and individuals master the art of client conversations.
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The Bean is not Green (Book and DVD)
The Cash in the Hat (Book)
The Cash in the Hat (DVD and Discussion Guide)
The Daily Dose (Book)
Defining Conversations (Book)
The Financial Lit-Kit (Set of Books)
The Financial Professional's StoryBook (Book)
From the Boiler Room to the Living Room (Book)
Making the Client Connection (Book)
Moving from Me to We
(4 CD set)
The New Retirementality (Book)
Selling With Emotional Intelligence (Book)
StorySelling for Financial Advisors (Book)
Where Did the Money Go? (Book)
Your Clients for Life (Book)
Your Client's Story (Book)
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Your Clients for Life book cover

Your Clients for Life (Book)

The Definitive Guide to Becoming a Successful Financial Life Planner

by Mitch Anthony


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$9.99 E-Book (Kindle)



The financial services industry is changing as financial professionals face a growing demand to take a more client-centered approach.

Clients are looking for more comprehensive guidance on how financial issues fit into a whole life plan. Seeking more than just return on investment, 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 innovative and holistic approach to financial planning. By embracing this new paradigm, advisors will learn how to:

  • Integrate financial and life planning issues for clients.
  • Redefine the skills to sell successfully.
  • Grow a practice based on the life-planning model.
  • Compete effectively in a changing industry.

ALSO OF INTEREST: The New Retirementality (Book)
From the Boiler Room to the Living Room (Book)

$9.99 E-Book Kindle Buy at Amazon