Mitch Anthony - For more than a decade, helping organizations and individuals master the art of client conversations.

"A quick update since I joined in early June: through June 8, 2015 I added $10mm in new assets for 2015, and through June 24, 2015, I've added an additional $10.6mm. Have not changed my marketing at all—the only difference is:

  1. Read Your Client's Story
  2. Read through some of the material on
  3. Been asking the questions you outline in Life History and Financial Check-Up
  4. Changed the opening and closing of my first appointment and have seen 80 percent of my clients move their money in the second meeting

"My closing ratio has gone from 29 percent to 78 percent!

"Can't wait until I have 'full implementation' and see results then."

—James R Dischert, RFC
Founder | CEO
360 Financial Group

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$29.95/month (plus a one-time set-up fee of $199)

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MyFLPTools™ is your one-stop resource for all your client dialogue and team-building tools. The program is designed to help you develop lifelong relationships with clients, resulting in a more rewarding and profitable practice. home page screenshot

>> Click here for a tour of MyFLPTools.
>> Click here to preview some of the tools included in the program.

For more than a decade, Mitch Anthony has taught advisors how to master the art of client conversations and develop practices that embrace financial life planning principles. Along with his team, he has developed innovative tools that financial services professionals have come to rely on in their discussions with clients and colleagues about financial goals and transitions, retirement, wealth management, and more. Completely redesigned and expanded, the program now includes all of Mitch's tools in one location—plus online help at your fingertips. Here's what your subscription includes:

- Unlimited access to client dialogue and planning tools including the Financial Life Checkup, Life History, Life Transitions, New Retirementality Life Profile, and PROGRESS statement, a breakthrough approach to the annual review assessment. These tools help you understand why your clients think about investing the way they do, the specific transitions they're going through (such as marriage, divorce, and death), their goals (such as retirement, starting a business, or travelling the world), and an annual report that helps keep them focused on what matters to them, instead of on market returns. Reports you generate can be customized and shared with your clients. is an interactive program that allows you to present a holistic and customized approach to your clients by focusing on their unique life goals and transitions.

- Unlimited access to the T.E.A.M. Personality Profiling Tool™. T.E.A.M. is a personality-based assessment tool that helps you become more aware of your own personality's impact on others, resulting in better interactions between yourself, your team, and your clients. T.E.A.M. is a simple but powerful way to understand your clients' personality DNA and ensure that you are communicating in the manner they prefer. It is the only personality program developed specifically with the financial advisor in mind and provides feedback on how to conduct discovery, present plans, and deliver ongoing service. View a preview here.

Team Players Chart

- Unlimited access to The New Retirementality Life Profile. The New Retirementality Life Profile is a tool that helps your clients envision how the next phase of their lives will play out. Designed to be used alone or in conjunction with Mitch's book, The New Retirementality, the tool uses interactive exercises to help clients determine how they want to spend their time, find balance, integrate work, and age successfully.

- Unlimited access to Mitch Anthony's complete suite of client conversation tools. Tools include Income for Life workbooks, Wealth-care Planning, Fiscalosophy Assessment, and many more. We are continually developing new and innovative tools for planners to utilize in their conversations with clients and colleagues about financial planning, retirement, wealth management, and more.

- Unlimited access to Mitch Anthony's Resource Library, an online library full of articles and other resources you can share with your team and clients.

- Customized Support. Email support is available to help you use all the tools included in MyFLPTools™. Convenient and instant online support is built into the program. Complimentary introductory coaching (up to 30 minutes) is available for new subscribers (a more extensive coaching program is also available).

- Unlimited use of Daily Dose audio files you can share with clients. The Daily Dose is Mitch's popular inspirational radio program heard nationwide.

- Regular webinars and conference calls with Mitch Anthony. During these meetings, Mitch will discuss ways to use his tools, as well as other topics of interest.

- Special discounts on quantity purchases of Mitch Anthony's books.

- Special discounts on presentations to your clients.

Once you sign up, we will contact you to arrange for access to the program and monthly payment. If you are not satisfied for any reason, cancel your subscription at any time!

>> Click here for a tour of MyFLPTools.
>> Click here to preview some of the tools included in the program.

If you have additional questions, please click here to contact us.

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