New Program Designed Exclusively for Wholesalers!

Are you a wholesaler trying to break through cacophony of "me too" product pitches? Are you tired of seeing advisors' eyes glaze over during your presentations? Designed exclusively for wholesalers, Differentiating Your Product Story will show you how to rise above the fray and get your message heard.

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Financial Advisor May 2013 >>
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RIABiz March 2013 >>
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New Retirementality tips advisors can use with their clients >>


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For more than a decade, 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 third edition).


StoryTelling for Financial Advisors StoryTelling for Financial Advisors book coverNamed the number one "essential read" for advisors by Financial Planning!

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Join the ROL(TM) (Return on Life) Revolution!
The financial services industry is changing—clients are demanding more than just ROI. Are you up to the challenge? In Your Clients for Life, Mitch lays out a program to help financial professionals integrate financial and life planning issues for clients
Your Clients for Life book cover
Mitch's presentation, "Moving from ROI to ROL" addresses the two major dilemmas experienced by many top advisors: (1) work/life balance; and (2) compensation. Learn how this new model can help financial professionals differentiate themselves in a crowded, "me too" marketplace.



For more than a decade, financial services pioneer Mitch Anthony has led the way in showing individuals and institutions how to connect with clients.

More about Mitch >>