Mitch Anthony - For more than a decade, helping organizations and individuals master the art of client conversations.
 
 
The Business Practice Checkup
The Changing Face of Retirement
The E.P.I.C. Retirement
Me to We
Return on Life (ROL) Coaching
Selling with Emotional Intelligence
Telling the Financial Story
Wholesaler Program: Differentiating Your Product Story
 
For more information about our workshops and training programs, please contact us at:

507.282.2723 or mitch@mitchanthony.com


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THE BUSINESS PRACTICE CHECKUP
$695-$1295
h1-bottom-line

DOWNLOAD BROCHURE:
ALSO OF INTEREST: How to Build Your Financial Services Practice and Sell it at a Profit (Book)

The Business Practice Checkup was developed to provide financial advisors with a gauge to measure the overall health of their practice, identify growth opportunities, and develop a prime practice. A prime practice has two primary characteristics: 

1.   Your time is spent exclusively doing what you do best. Everything else is systematized and delegated to administrative and marketing resources.
2.   Your business can be leveraged (completely transferable) for future income and/or growth opportunities.

The program includes a 110-point checkup that provides a profile of your practice's vital statistics. The assessment compares your business to best practices of eight essential business systems. In addition, the checkup determines the health of your environment in achieving Prime Performance. Once you complete the checkup, you will receive a comprehensive personal evaluation and coaching that identifies action steps to facilitate the healthy growth of your practice, along with prescribed resources for implementation.


Basic Program
$695

An online assessment questionnaire that compares your practice to best practices in eight key areas. The assessment generally takes under an hour to complete and the results are e-mailed to you within 60 minutes.
   
A 90-minute session with our Practice Management Consultant and a third party of your choice. During the call, you will identify the top action steps that will have the most immediate and meaningful impact on your practice, and determine what resources are available to implement the steps. The third party participating in the call needs to be someone who will be holding you accountable in implementing the action steps established during the call.
   
A follow-up two-page report that recaps the key discussion points of the call.
   
  If you'd like a tour of this program, please click here to contact us.
   
 

Deluxe Program
$895

For advisors looking for a more comprehensive program, we offer a Deluxe Program that includes all of the above plus an additional two hours of customized coaching for ongoing implementation and accountability strategies.
   
  If you'd like a tour of this program, please click here to contact us.
   
 

Premier Program
$1,295

For advisors looking for the most comprehensive program available, we offer a Premier Program that includes all of the above plus an additional six hours of customized coaching for ongoing implementation and accountability strategies.
   
  If you'd like a tour of this program, please click here to contact us.