Latest Publications
The Empathy Report Card
Originally posted at fa-mag.com by Mitch Anthony, March 19, 2026. If your clients were allowed to fill out a questionnaire and grade your listening skills, how well do you think you’d do? Let’s imagine a [...]
Delivering Reality Checks
Originally posted at fa-mag.com by Mitch Anthony, November 1, 2025. “The truth does not change according to our ability to stomach it.” —Flannery O’Connor I remember having an interesting conversation with an astute financial planner [...]
Getting Clients … By Really Getting Them
Originally posted at fa-mag.com by Mitch Anthony, September 1, 2025. I have spent a great deal of time asking clients why they choose to work with their advisors. I’m talking about the clients who are thrilled [...]
Your Value Props
Originally posted at fa-mag.com by Mitch Anthony, June 1, 2025. Sometimes, the greatest value isn’t measured. It’s felt. When I see all the tchotchkes being given away at financial conferences by fund and insurance companies, I’ve [...]
Conversation Saboteurs
Originally posted at fa-mag.com by Mitch Anthony, February 1, 2025. In his book Amusing Ourselves to Death: Public Discourse in the Age of Show Business, author Neil Postman writes that human conversation “has deteriorated to [...]
Who Are You Calling ‘Old’?
Originally posted at fa-mag.com by Mitch Anthony, April 1, 2025. Just as Aretha Franklin once demanded R.E.S.P.E.C.T, your clients want to be valued as unique individuals. What they don’t want is to be defined by [...]
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