eNewsletter Archives

eNewsletter Archives2019-03-15T17:52:28+00:00

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

Why the Best Financial Plans Don’t Start with Goals

Richard Beckel was recently quoted in an article in Financial Advisor: “…as business owners, financial advisors need to connect with their clients on an even deeper emotional level than they have ever had to before.” [...]

Just Published!

A brand-new edition of Your Client’s Story: Know Your Clients and the Rest Will Follow is now available! As financial planning continues to evolve, the book is just as relevant now as it was when [...]

The Truth About Trust

According to reporting in Financial Planning, consumers still don’t trust the financial services industry: just over one in three (36%) of 4,400 US adults polled said they “tend to trust” investment and wealth managers—the same [...]

Don’t Just Talk, Listen

If your most important clients could grade you on the following listening skills report, how well would you score? My advisor gives his/her undivided attention when I am talking. A  B  C  D  E My [...]

The Return to “Normal”

During the past year and a half (and counting), I don’t know anyone whose life hasn’t been impacted by the COVID-19 pandemic. As a result, many of us have experienced epiphanies and made positive changes [...]

How to Avoid Becoming Commoditized

When most consumers purchase an item or service, they do comparative shopping. If it’s a house, you go online and search for comparable properties. The same can be said when shopping for a car or [...]

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