Mitch Anthony

Financial & Retirement Planning Expert

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In-Person Fee Range:

$10,001 - $15,000

Fee Details

Traveling from:

Minnesota

Why Book

Biography

For almost two decades, Mitch and his team have provided training and development for both individual advisors and major organizations throughout the world. Mitch personally consults with many of the largest and most-recognizable names in the financial services industry on both financial life planning and relationship development.

Mitch is a consistently top-rated presenter who has spoken to groups ranging from 10 to more than 10,000. He has been named one of the financial services industry’s top “Movers & Shakers” for his pioneering work. Through the Institute, he has partnered with Texas Tech University, the University of Georgia, and Utah Valley University to develop financial life planning programs for their undergraduate programs.

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 monthly in the print edition of Research magazine. Mitch is also host of the daily radio feature, The Daily Dose, heard on over 100 radio stations nationwide.

Mitch is also 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 4th 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 new 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. See a sample of the presentation that is garnering AMAZING reviews. Mitch Anthony has been challenging and inspiring people around the world for close to 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.

AUDIENCE:

There are two versions of this keynote available. The Professional Version is designed to educate organizations and advisors. The Client Version is designed to help educate an organization’s client and customer base. The Client Version is also appropriate for organizations providing employee education regarding retirement.

Connecting You and Your Clients’ Best Interests

The advisor’s first interest should not be the value of the portfolio, but the values that created the portfolio.
There are three powerful forces influencing the movement of money either toward or away from the financial professional. Making connections by tapping into these 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 life events important to clients—the one that can also have an impact on 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.

AUDIENCE:

Financial Services Professionals