WORKSHOPS/SPEECHES
Financial Life Planning
Moving from ROI to ROL
 
BOOKS
Your Clients for Life
From the Boiler Room to the Living Room
Your Client's Story
The Cash in the Hat
The New Retirementality
Mitch Anthony's Other Books
 
CDs and DVDs
Intro to Financial Life Planning (DVD)
Financial Life Planning Dialogues (CD)
The Cash in the Hat (DVD)
 
COACHING
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MITCH ANTHONY'S
INTUITIVE ADVISOR
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“Mitch Anthony has written
the definitive guide to discovering your client’s
history, goals, attitudes, and transitions around money.
I have used his materials extensively to help my
clients merge their money with their lives. His system works, and my clients and practice are better off because of it.”

- Roy Diliberto, RTD Investments, former FPA president and one of the top 100 Advisors in America

  Your Clients for Life
  The Definitive Guide to Becoming a Successful Financial Life Planner
  By Mitch Anthony
  Now ONLY $17.50 (was $35.00)
   
 

The financial services industry is on the brink of transformation, as financial professionals face a growing demand to take a more client-centered approach.

Consumers are looking for more comprehensive guidance on how financial issues fit into a whole life plan. Seeking full lives, not merely financial accumulation, investors are proactively soliciting professional help in funding a lifestyle with satisfaction at its core.

In Your Clients for Life, Mitch Anthony shows financial professionals how to get started in this new and holistic approach to financial planning. By embracing this new paradigm, advisors will learn how to:

Integrate financial and life planning issues for clients preparing for retirement.
Redefine the skills to sell successfully.
Grow a practice based on the life-planning model.
Compete effectively in a changing industry.
     

 

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