Mitch Anthony - For more than a decade, helping organizations and individuals master the art of client conversations.

2015 AICPA Advanced Personal Financial Planning Conference

Mitch will be keynoting at the upcoming AICPA Advanced Personal Financial Planning Conference. Join him in Las Vegas January 19-21 and plan to attend the best and most advanced personal financial planning conference in the industry. You can also attend online to save on the travel expense.

For more information or to register, visit:

In the News

In the News

Financial Advisor Nov. 2014 >>
Journal of Financial Planning Oct. 2014 >>
Change Masters Academy Blog Oct. 2014 >>

New Retirementality tips advisors can use with their clients >>

Mitch Anthony's
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The world of advice is changing; are you ready and equipped to deliver the value that your clients expect?

For almost two decades, Mitch Anthony has revolutionized the way financial services professionals practice. His pioneering and inspirational programs have helped thousands of advisors and their organizations develop more rewarding and profitable practices.

Mitch and his team have developed innovative tools and programs that advisors have come to rely on in their discussions with clients and colleagues about financial and life goals, retirement, wealth management, and more. He is a dynamic speaker whose presentations inspire and motivate.

A prolific author and go-to source for the media, Mitch's books include the industry bestseller StorySelling for Financial Advisors and the groundbreaking The New Retirementality (now in its fourth edition). Mitch is also a columnist for Financial Advisor magazine and a RetireMentor at The Wall Street Journal's popular website, His daily radio feature, The Daily Dose, is heard on over 100 radio stations nationwide.

StorySelling for Financial Advisors

StorySelling for Financial Advisors book coverA top pick by Financial Planning!

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What People Are Saying About Mitch

"I was at your meeting today at Yankee Stadium with Prudential. As an experienced Financial Planner with over 41 years of experience I thought your talk was extremely thought provoking. Thanks for the refreshing information. My clients keep asking me when I plan on retiring and I tell them I already am. I am working at what I love to do and take plenty of time to play and vacation. I thought I was being selfish by not just leaving Prudential and fully retiring. Now after hearing you today I am more positive about my circumstances than ever and I know I can do this for the foreseeable future. Thanks again for a GREAT MEETING!!!"

—Financial Planner
Prudential Financial

Mitch Anthony photo
For almost two decades, financial services pioneer Mitch Anthony has led the way in showing individuals and institutions how to connect with clients.

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Stanley Brambles

cartoon thumbnail
Sometimes we take ourselves just a little too seriously in the financial services business. Stanley reminds us that we're all mortals as well. View the full-size cartoon! >>