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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RETURN ON LIFE™ COACHING PROGRAM
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ALSO OF INTEREST: MyFLPTools™

If you need help transitioning to a Return on Life Practice and using MyFLPTools, Mitch can provide customized coaching for you and your team. Sessions take place during four one-hour calls as follows:

Call 1: Practice design toward Return On Life (ROL) and goals for integrating Financial Life Planning. Set targets for Financial Life Checkup conversations.

Call 2: Process results of Financial Life Checkup conversations and discuss common transitions in client base and potential targets for Life Transitions conversations.

Call 3: Process results of Life Transitions conversations and impact on business going forward. Discuss and review various New Retirementality conversations and select candidates for New Retirementality conversations.

Call 4: Process New Retirementality conversation outtakes. Discuss ongoing integration and establishing continuous discovery protocols in practice.

Contact Mitch Anthony for pricing and scheduling.