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
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"...Mitch Anthony has emerged as one of our most trusted guides for the second half of life."
—Marc Freedman, Founder/CEO, and author, The Big Shift


AUDIENCE: There are two versions of this keynote available. The Professional Version is designed to educate organizations and advisors. The Client Version is designed to help educate an organization's client and customer base. The client version is also appropriate for organizations providing employee education regarding retirement.
ALSO OF INTEREST: The New Retirementality (Book)
The Changing Face of Retirement (Presentation)

Surveying world from mountain top

More than 15 years ago, Mitch broke through the ceiling of retirement planning with his groundbreaking book, The New Retirementality. He changed the conversation about retirement from one focused solely on money to one focused on purpose. In The E.P.I.C. Retirement he moves that conversation to the next level by challenging advisors to step up, broaden their capacity, and embrace a new role—retirement coach. Retirement coaching is the future of retirement planning—this new approach represents the value proposition that will separate successful advisors from the rest.

Advisors making the transition to retirement coaching understand the characteristics of an E.P.I.C. retirement:

  1. Engagement: If you don't use you your body or your brain, you lose them.
  2. Purpose: Money can fund purpose, but it cannot create purpose.
  3. Integration: There needs to be a balance between vacation and vocation.
  4. Challenge: Physical, intellectual, and spiritual challenges are the hallmarks of those who continue to thrive as they age.

Whether an audience member is an advisor or an advisor's client, Mitch will inspire and ignite participants as he challenges them. See a sample of the presentation that is garnering great reviews. Mitch Anthony has been challenging and inspiring people around the world for close to 20 years with his unique insights into the pitfalls of traditional retirement. Audience members will walk away from this exciting presentation with a new outlook (and vision) of what retirement is.