Mitch Anthony

Financial & Retirement Planning Expert

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In-Person Fee Range:

$7,501 - $10,000

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Virtual Fee Range:

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Traveling from:

Minnesota

Biography

Mitch Anthony is the founder and president of Advisor Insights Inc., The Financial Life Planning Institute, ROL Advisor.com, and Life-Centered Planners (U.K.). Mitch is recognized around the globe for his pioneering work in life- centered planning. For two decades, Mitch and his team have provided training to individual advisors and major organizations throughout the world. Mitch is a consistently top-rated presenter and was recognized as one of the most “meaningful speakers” in financial services. He has been named one of the financial services industry’s top “Movers & Shakers.”

Mitch is a sought-after expert for the media, and a regular columnist for Financial Advisor magazine. His columns have appeared on CBS MarketWatch and in the Journal of Financial Planning. His original comic strip “Stanley Brambles, CFG (Certified Financial Guru)” has appeared in Research magazine. Mitch is also host of the daily radio feature, The Daily Dose, heard on over 150 radio stations nationwide.

Mitch is the author of many groundbreaking books for advisors and consumers, including perennial bestseller Storyselling for Financial Advisors, cited by Financial Advisor magazine as the number one “must- read” book for financial professionals. His other books include The New Retirementality (now in its 5 th edition), Defining Conversations, From the Boiler Room to the Living Room, The Financial Professional’s StoryBook, Your Clients for Life, Your Client’s Story, Selling with Emotional Intelligence, and The Financial Lit-Kit (The Cash in the Hat, The Bean is not Green, and Where Did the Money Go?).

Programs

The E.P.I.C. Retirement

You need enough purpose to wake up in the morning and enough money to sleep at night.

More than 20 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, Mitch 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 unique 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:

Engagement: If you don’t use your body or your brain, you lose them.
Purpose: Money can fund purpose, but it cannot create purpose.
Integration: There needs to be a balance between vacation and vocation.
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. Watch the preview to see why this presentation has gotten amazing reviews from both financial services professionals and their clients. Mitch Anthony has been challenging and inspiring people around the world for more than 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.

Becoming a Better Biographer of Your Clients

“Once again, Mitch was the highlight of the conference! Advisors walked out of Mitch’s session inspired with actionable items.”— Workshop attendee

The advisor’s first responsibility is to understand the client’s story and then to build a financial plan around that story.

Relationships, according to Mitch, are the result of the exchange of stories. The more you and your client understand each other’s stories, the more lasting the relationship is. Mitch has identified three powerful forces influencing the movement of money either toward or away from the financial professional. Making connections by tapping into these three forces will ensure clients for life:

Intellectual: the force that causes clients to feel valued, understood, and important in the advisor’s eyes.
Life: the force that makes individual life events important to each client and impacts their money decisions.
Emotional: the force that connects advisors to clients—the one that can close the door on all competitors.

In the advisor/client relationship, it is what we do not know about our clients that can jeopardize prospective and long-term clients alike. Mitch will inspire advisors and provide them with the tools necessary to have more meaningful—and productive—conversations. Audience members will walk away with fresh ideas on how to turn prospects into lifelong clients, as well as how to develop stronger and more fruitful relationships with existing clients.