Mitch Anthony - For more than a decade, helping organizations and individuals master the art of client conversations.
 
 
The Changing Face of Retirement
Connecting You and Your Clients' Best Interests
Defining Conversations
The E.P.I.C. Retirement
Financial Life Planning
Moving from ROI to ROL
Selling with Emotional Intelligence
StorySelling: How Top Producers Engage Their Clients
 
For more information about our workshops and training programs, please contact us at:

507.282.2723 or mitch@mitchanthony.com


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CONNECTING YOU AND YOUR CLIENTS' BEST INTERESTS
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AUDIENCE: Financial Services Professionals
ALSO OF INTEREST: Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Life Planner


There are three powerful forces that influence the movement of money, and answer the question, "What business are you in?":

  1. Intellectual: the force that causes clients to feel valued, understood and important in the advisor's eyes.
  2. Life: the force that makes life events important to clients—the one that can also have an impact on their money decisions.
  3. Emotional: the force that connects advisors to clients—the one that can close the door on all competitors.

In the advisor/client relationship, it is what we do not know about our clients that can jeopardize prospective and long-term clients alike. Mitch will inspire participants, while at the same time provide them with the tools necessary to have more meaningful—and productive—conversations. Audience members will walk away with ideas for how to turn prospects into lifelong clients, as well as how to develop stronger and more fruitful relationships with existing clients.