Latest Publications
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 [...]
Reasons To Start Asking
Originally posted at fa-mag.com by Mitch Anthony, October 1, 2022. “Curiosity killed the cat, but for a while I was a suspect.” —Steven Wright Have you ever watched the political talk shows where there are [...]
Learning Clients’ Biographies
Originally posted at fa-mag.com by Mitch Anthony, December 1, 2022. The financial advisory profession has done a great job getting quantitative information from clients, processing that information, and then analyzing it for reports or plans. [...]
Personal Principles With Investing – Part 2
Originally posted at fa-mag.com by Mitch Anthony, June 1, 2023. In my previous article in April, I introduced a number of questions that advisors could ask their clients to get a sense of their personal [...]
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