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

Stanley Brambles CFG, Certified Financial Guru

Roth IRAs

By Mitch Anthony and Greg Wimmer


Pay tax now so you don't have to pay later when you have a whole lot more. Do they have a Roth Divorce too?

 

BTFs

By Mitch Anthony and Greg Wimmer


BTF stands for Bet The Farm. You buy a stock, and if for some reason they get sued, you can bet the over/under on the legal settlement. Can I get the over on Krispy Kreme?

 

Introducing Lowell Standards, Director of Compliance

By Mitch Anthony and Greg Wimmer


Stanley, did your really ask Mrs. McBucks how she was doing without filling out a client condition form?


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