As agents of change in the financial services industry for more than a decade, we are in a unique position to meet your organization’s training needs:-

• The Financial Life Planning Institute.  Founded in 2004, the Institute is focused on educating, training and developing tools for financial advisors using the Financial Life Planning™ model.  

• PracticeTools.net. The Business Practice Checkup™ shows advisors how to build a prime practice, operate as a peak performer, and develop a business that can be sold for a premium when it’s time to divest.

• NewRetirementality.com.  A client-friendly site, NewRetirementality.com will help you and your clients walk through the changing face of retirement, and what it means to them. 

• Licensing.  All of our products can be customized and licensed for you and your clients’ unique needs.  Many of our clients have licensed our content, and retained us to develop custom programs.

• Resources.   Tens of thousands of financial professionals have used one or more of our print or audio products, whether it’s the bestseller, StorySelling for Financial Advisors, or one of our popular audio books or workbooks.  Our resources are designed to help increase your productivity and positively impact your professional development.

• The Daily Dose.  Over a million people tune in each day to be motivated and inspired by the stories and teachings of Mitch Anthony through his popular syndicated radio feature, The Daily Dose.