Mitch Anthony is a recognized leader, author, and popular keynote speaker in the financial services industry. His messages, whether in book, speech, or workshop, are about putting the client first and making true “Client Connections.”
Mitch is the founder and president of the Financial Life Planning Institute and Advisor Insights, Inc., a firm specializing in training financial service professionals in relationship building skills. He is the author of several books for financial 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.
Mitch’s work has been featured on ABC Evening News with Peter Jennings, CNN, Bloomberg, CBS Marketwatch, Kiplinger’s Magazine, and many other media outlets. His radio program, “The Daily Dose,” is heard daily on 170 radio stations nationwide.
As the industry leader in RELATIONAL SKILLS development, Mitch’s philosophy can help your company. No matter at what stage of growth your practice is – whether you’re just starting out or a seasoned veteran – Mitch Anthony has developed a program that will help add quality and depth to your practice.
MOST REQUESTED TOPICS:
The Intuitive Advisor
This is Mitch Anthony’s most popular keynote address in the financial services industry is based on his best-selling book, StorySelling For Financial Advisors. In this moving and illuminating speech, Mitch talks about the three aspects of becoming a more intuitive advisor:
- Understanding the power of emotion in the decision making process
- Understanding your client’s story before attempting to tell your own story
- Understanding the power of the analogy and metaphor in explaining your products and services
See firsthand why this timely speech has been receiving rave reviews throughout the industry.
The New Retirementality
Planning Your Life and Living Your Dreams…At Any Age you Want!
Inspiring and practical, this program illustrates how listeners can achieve the direction and financial security necessary to live the lives they really want beginning now. He challenges listeners to abandon their traditional thinking about retirement by dispelling the seven great “retiremyths.”
Financial Life Planning
Based on Mitch’s breakthrough book, “Your Clients For Life,” this speech focuses on how advisors can begin to move their practice toward the financial life planning model – where every product and service is tied to directly to the life transitions and goals of the client. Financial Life Planning is a discovery process that focuses on who the client is instead of just on what they have. Financial Life Planning is a model where advisors can demonstrate to clients how every aspect of their lives has an impact on their wealth-building or wealth-protecting process.
Moving From Me To We
An insightful and hilarious look at why we naturally connect with some of our clients and why others cause us so much stress, and vice versa. This is one of Mitch Anthony’s most celebrated keynote speeches. You will gain valuable insights on how your personality affects others, how to read personality signals, and how to adjust your presentations so that each client is comfortable with them. This acclaimed talk is based on the T.E.A.M. Dynamics Relational Skills Course.
Telling The Financial Story
If you liked Mitch’s book, StorySelling For Financial Advisors or his keynote, “The Intuitive Advisor” you’re going to love this half-day or full-day training experience. Advisors will learn how to develop a unique and original product, service, and practice story. “Telling the Financial Story” is a one-of-a-kind training experience that result in an immediate impact upon business effectiveness. See why over 50,000 are now using the storyselling strategies offered in this training!
Selling With Emotional Intelligence
Five Skills for Building Stronger Client Relationships
Studies show that a person’s emotional intelligence has an 80 to 85 percent influence on success in the workplace. In today’s ultra-competitive business environment, it’s not enough for sales professionals to be adept at technical and tactical skills such as getting appointments, making presentations, and closing deals. Anthony first explains what emotional intelligence is, then presents sales professionals with a proven program for increasing their emotional intelligence, thus improving their sales success.
The New Rretirementality Client Seminar
This program is based on Mitch’s book by the same name. The concept of retirement is undergoing a metamorphosis. Demographic, societal, and workplace trends have all converged to offer a stage of life at midlife – and beyond – that is much more fluid and flexible than what most of us could have imagined. When planning for retirement, the old rules have been thrown out, and individuals are discovery that no rules apply. No longer is retirement equated with not working, leisure, and being old. In fact, retirement has become a matter of personal definition. The New Retirementality workshop is designed to assist participants in planning their lives and living their dreams-at any age they want.
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