Keynote Speaker: Mitch Anthony

Mitch Anthony

Mitch Anthony
Keynote Fee:
$16,500 *
*Fee Note

Mitch Anthony Travels From: MN

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Biography

Mitch Anthony is the founder and president of Advisor Insights Inc. and The Financial Life Planning Institute, which are training companies serving advisors and scores of financial services companies.

Mitch is a contributing editor for Research magazine and his column “Financial Life Planning” appears in Financial Advisor magazine. He has been named one of the financial service industry’s top “2006 Movers & Shakers” by Financial Planning magazine. His radio feature, The Daily Dose, is heard daily on 200 radio stations nationwide.

Mitch is the author of several books for advisors, including StorySelling for Financial Advisors, The New Retirementality, Your Clients for Life, Selling with Emotional Intelligence, Making the Client Connection, The Financial Professional’s StoryBook, and Your Client’s Story.

Publications

Most clients invest only 20 to 30 percent of their assets with a financial advisor. But some financial advisors invest 100 percent of their clients’ assets. Your Client’s Story describes the secret of their astounding success.

For three years, authors Scott West and Mitch Anthony studied the winning approaches used by financial advisors who managed 100 percent of their clients’ assets. Notably, the most successful ones had mastered the ability to engage in a discovery dialogue where clients openly expressed their financial objectives and motivations. The best financial advisors knew how to listen, ask the right questions, and create an atmosphere of real empathy.

Your Client’s Story includes specific “scripts” for reenacting winning discovery dialogues geared to the life situations, transitions, and goals that drive financial planning. Financial planners and advisors share their stories, explaining how they’ve changed the way they do business, and how these changes have generated bigger books of business. Clients also tell their side of the story, explaining how the discovery dialogue has enhanced the entire financial planning process.

Your Client’s Story will be invaluable to the more than 600,000 financial advisors in the U.S. who want to expand their client base and influence.

Titles

The Intuitive Advisor
The New Retirementality
Financial Life Planning
Moving from Me to We