Mitch Anthony - For more than a decade, helping organizations and individuals master the art of client conversations.
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Mitch Anthony, President
Debbie Anthony, Vice President
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Mitch Anthony headshot   Mitch Anthony
Advisor Insights Inc.

Mitch Anthony is the founder and president of Advisor Insights Inc. (the parent company of, The Financial Life Planning Institute,,, and Insights Press). For more than a decade, Mitch and his team have provided training and development for both individual advisors and major organizations throughout the world. Mitch personally consults with many of the largest and most-recognizable names in the financial services industry on both financial life planning and relationship development.

Mitch has been named one of the financial services industry's top "Movers & Shakers" for his pioneering work, and is interviewed by the media on a regular basis. He has partnered with both Texas Tech University and the University of Georgia to develop financial life planning programs for their undergraduate programs. Mitch is a popular keynote speaker, columnist for Financial Advisor magazine and Journal of Financial Planning, and host of the daily radio feature, The Daily Dose, heard on over 100 radio stations nationwide.

Mitch is also the author or coauthor of many groundbreaking books for advisors and consumers, including perennial bestseller StorySelling for Financial Advisors, cited by "Financial Advisor" magazine as the number one "must-read" book for financial professionals. Mitch's other books include Defining Conversations, From the Boiler Room to the Living Room, The New Retirementality, Your Clients for Life, Your Client's Story, The Financial Lit-Kit: The Cash in the Hat, The Bean is not Green, and Where Did the Money Go?.

Mitch Anthony
Rochester, MN

Debbie Anthony headshot   Debbie Anthony
Vice President
Advisor Insights Inc.

Debbie is responsible for the day-to-day operations of Advisor Insights Inc. (including,,, and the Financial Life Planning Institute). She oversees the company's extensive publishing and training programs, manages logistics for Mitch's consulting and speaking engagements, and works with him on developing content and curricula for clients. A former educator (with degrees in music education and psychology), Debbie has been working with Mitch for over 20 years.

Debbie Anthony
Rochester, MN