FLP NEWS AND VIEWS
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Mitch will be presenting the keynote address, How to Build a Better Business Model: Moving from ROI to ROL (Return on Life) at the Pensco Boston Symposium, "Alternative Investments & Self-Directed Retirement Accounts: Your Winning Formula for Financial Success." The symposium takes place on June 10 and 11 in Boston. CLICK HERE to learn more and register... |
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Mitch’s book, The New Retirementality was recommended as one of three books dentists should consult about achieving “the right mindset about life, wealth and investing.” Mitch is also quoted in the article that talks about how important it is for dentists to develop a practice that also enables them to have a return on life. CLICK HERE to read the article… |
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Mitch’s book, Your Clients for Life is recommended in KBK Wealth Connection’s blog, as one of their top 5 books on wealth and money psychology and calls it a “must read”! CLICK HERE to read the blog… |
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Mitch and The New Retirementality were featured in Robert Powell’s retirement column on MarketWatch. In “The Size of a Nest Egg is No Measure of a Man,” Mitch provides commentary on Merrill Lynch move to “work closely with clients to better understand their lifetime aspirations.” CLICK HERE to view. |
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Mitch and The New Retirementality were featured in Robert Powell’s retirement column on MarketWatch. The popular columnist cites Mitch’s advise of really thinking through what you want out of life, and planning how you’re going to fund it, as one of the “Five Steps to Rethinking Retirement.” CLICK HERE to view. |
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Read Mitch's newest Financial Advisor article, "My Heros" a look the folks who are truly living the new retirementality. You’ll be inspired by these retirementors: those who think differently to act differently, and refuse to accept society’s norms for when the game is over. CLICK HERE to view... All of Mitch's Financial Advisor articles (and more) can be viewed in our Press Room. CLICK HERE to access... |
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Mitch was a featured expert in a discussion of the changing face of retirement in Financial Planning. CLICK HERE to read the article. |
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Mitch was featured in the March 2010 issue of the journal, The Integrative Advisor, published by the Association for Integrative Financial and Life Planning. CLICK HERE to read "What Do People Want Their Money to Do" |
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Read Mitch's article, "Taking Your Client's Pulse", from the March 2009 edition of Financial Advisor. CLICK HERE to read the article. |
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Mitch was recently interviewed by Dow Jones for their Practice Management feature. Read what Mitch has to say about focusing on ROL (Return on Life) instead of ROI. CLICK HERE to read the article. |
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