Advisor Insights Inc.
Mitch Anthony has been creating innovative discovery approaches for the advisor community for the past two decades. He is known for having created “Financial Life Planning” (2001), “Return on Life” (2005), and most recently, “Life-Centered Planning” (2017). A prolific author, Mitch’s seminal books include StorySelling for Financial Advisors, The New Retirementality, and Your Clients for Life.
Along with Steve Sanduski, he founded ROLAdvisor , a coaching community that is helping practices transform into Life-Centered Planning firms, and the Retirement Coaching Program, a program that equips advisors with the skills to help clients navigate modern retirement.
The Changing Face of Retirement
Connecting You and Your Clients’ Best Interests
Moving from ROI to ROL
Financial Life Planning
The E.P.I.C. Retirement
Interested in Having Mitch Speak?
To learn more about Mitch’s speeches and programs, or to book Mitch for your next event, please contact us!