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

New Keynote!

THE E.P.I.C. RETIREMENT

Survey the world from mountain top

In The E.P.I.C. Retirement, Mitch moves the "retirement" conversation to the next level by challenging advisors to step up, broaden their capacity, and embrace a new role—retirement coach. Retirement coaching is the future of retirement planning—this new approach represents the value proposition that will separate successful advisors from the rest.

The E.P.I.C. retirement is one that is engaging, purposeful, integrated, and challenging. More than 15 years ago, Mitch broke through the ceiling of retirement planning with his groundbreaking book, The New Retirementality. He continues to change the dialogue about retirement from one focused solely on money to one focused on purpose. View a preview here.


Listen to Mitch's podcast with Steve Sanduski!

Mitch and Steve discuss how to help clients retire well and live meaningful lives. Listen to their conversation >>


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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 Marketwatch.com 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 Mar. 2016 >>
Financial Advisor Jan. 2016 >>
Financial Advisor Nov. 2015 >>

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.

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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! >>