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

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Your business is under assault from Robo Advisors, Vanguard and Fidelity's low-cost call-center programs, the new DOL rule, flat markets, and clients who are scrutinizing fees more closely than ever before. How will you continue to add value in an industry that faces competitive threats and shrinking margins?

The smart advisors have figured it out. Join Mitch Anthony and Steve Sanduski as they discuss how you can become an Indispensable Advisor and thrive in all market conditions. You'll learn:

  • Why your 1% AUM fee is under assault and may only be worth 30bps
  • Why you need a "whole new conversation" to justify your fees
  • The 10 ways you can add value that clients will pay dearly for (Hint: it's not managing money)
  • What you can do right now to ensure you don't get fired in the next bear market

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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. MyFLPTools™, a popular monthly subscription service, provides advisors with unlimited access to all of Mitch's tools, research, and more.

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, inform, 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 and a contributor to the Journal of Financial Planning. 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

"...based on my conversations you were the single best speaker of a 3-day event with over 400 people. You were AWESOME man! Thanks for hitting a home run."

—Caleb Callahan,
Valmark Securities

In the News

In the News

Financial Advisor July 2016 >>
USA Today June 2016 >>
Financial Advisor May 2016 >>

New Retirementality tips advisors can use with their clients >>

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.

More about Mitch >>

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! >>