eNewsletter Archives

Mitch Anthony’s Intuitive Advisor provides you with articles and advice that address issues important to financial services professionals. Each edition is packed with actionable ideas that you’ll be able to implement in your own practice right away. Every month Mitch and “Practice Doc” Al Depman—as well as guest columnists—provide you with the tools and techniques to help you practice with a purpose. Best of all, it’s free!

Past eNewsletters

Understanding Their Values

“The lack of money is the root of all evil."—Mark Twain As many of you know, the fifth edition of The New Retirementality was published last month. The book includes lots of new research (more [...]

The Proper Balance

“Life is like riding a bicycle. To keep your balance, you must keep moving." -- Albert Einstein Last month, I approved the final files for the fifth edition of The New Retirementality. The new edition [...]

Means vs. Meaning

“Attitude is a little thing that makes a big difference." -- Winston Churchill In a study conducted last year by the FPA and other research partners, “The State of Client Understanding,” several interesting findings were [...]

The Pursuit of Happiness

The Pursuit of Happiness “Happiness is not something ready made. It comes from your own actions." -- Dalai LamaI recently received a letter from an advisor that talked about how The New Retirementality had profoundly [...]

Farewell, John

“Try not to become a man of success, but rather try to become a man of value." -- Albert Einstein Regardless of how you felt about the late John Bogle, we can all agree on [...]

From Boomers to Millennials: We All Want the Same Things

“Don't let money run your life, let money help you run your life better." --John Rampton, CEO of Due Like lots of other industries, the financial services community is transitioning as boomer markets mature, and [...]

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