Latest Publications
This Point In Time
Originally posted at fa-mag.com by Mitch Anthony, November 1, 2024. Imagine your life as a movie that is just being ‘shot,’ but that you will not be permitted to ‘cut’ anything out of the original [...]
What’s Going On In Your Conversations?
Originally posted at fa-mag.com by Mitch Anthony, September 1, 2024. It’s a frigid winter day. You go outside to start your vehicle and hear nothing—not a crank, not a turn, not even a whine. You [...]
The Evolving Client Profile
Originally posted at fa-mag.com by Mitch Anthony, June 1, 2024. Let’s say you’re my client, and that I know your name, your address, your Social Security number and other account numbers. I know the whereabouts [...]
Personal Interest, Or Interest In A Person?
Originally posted at fa-mag.com by Mitch Anthony, April 4, 2024. I once received a phone call from a local advisor I’ll call Mick, who had spoken to a friend of mine and heard I might [...]
Messages and Conversations
Originally posted at fa-mag.com by Mitch Anthony, February 6, 2024. Several years ago my 12-year-old niece had a phone conversation with her grandmother. After she hung up, she turned to her mother and said, “That [...]
Engaging in The Legacy Dialogue
Originally posted at fa-mag.com by Mitch Anthony, September 1, 2023. Brett was just a green attorney, fresh out of law school when his father, a respected financial advisor, brought a client in to see him [...]
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