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He is also the author of several other books for advisors and consumers, including
the industry bestseller StorySelling for Financial Advisors, Selling with Emotional
Intelligence, Making the Client Connection, The Financial Professional’s StoryBook,
and The Daily Dose.
Mitch is a well-known keynote speaker and industry consultant who has been assisting
major firms in developing a life-centered approach to financial planning. Mitch’s
client list reads like an industry “Who’s Who?” as he has developed programs for
the leading advisory firms who are seeking a financial life planning approach and
longer-term relationships with their clients.
Mitch is also 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 “Movers & Shakers” by Financial
Planning magazine.
His radio feature, The Daily Dose, is heard daily on over 100 radio stations nationwide.
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