Originally posted at thecrier.net by Lewis J. Walker, CFP, Capital Insight Group, August 19, 2020. Any basic marketing guide 101 says a person who wishes to be hired should have an “elevator speech.” That’s a 30-60 second concise statement explaining who you are and why you should be hired during the short time you’re in [...]
Originally posted at moneyweb.co.za by Adam Bacher, Adam Bacher & Associates Wealth Management, August 25, 2020. You might remember thinking back to school or university days learning about Maslow’s hierarchy of needs pyramid. Just to remind you, in 1943 Abraham Maslow, an American psychologist, proposed in his research paper a theory around the theme of [...]
Originally posted at boomingencore.com by Mike Drak, Contributor, September, 2020. I continue to read a lot of retirement books because I understand the importance of being open-minded to other views. I want to see retirement through the eyes of insightful people who might see things differently from me. That’s how I continue to learn. A [...]
The podcast version of the popular radio show “Money, Riches & Wealth” on TalkRadio 680 WCBM in Baltimore Drew is joined by Mitch Anthony to discuss the new mindset that is needed in order to retire in the 21st Century.
Originally posted at benzinga.com by Sarah Horvath, Contributor, Benzinga on February 4, 2020. Saving for retirement seems impossible to conquer, no matter what your age. Luckily, there is an endless number of print and online resources that can make your journey towards retirement a bit more manageable. We’ve gathered some of our favorite books on [...]
Originally posted at blubrry.net by Robyn Walter on February 11, 2020. Named as one of the top “Movers & Shakers” in the financial services industry, Mitch Anthony has been creating innovative discovery approaches for advisors for over twenty years. In this episode, Matt speaks with Mitch Anthony, the founder and president of Advisor Insights Inc [...]
Jamie Bosse, CFP®, RFC Financial Planner | Life Transitions Specialist | Author | Financial Blogger at Aspyre Wealth Partners It's America Saves Week! The earlier you start financial education, the better. Here are some of my favorite kid books about money: "It's a Habit, Sammy Rabbit" by Sam X Renick "The Four Money Bears" by [...]
Originally posted at thecrier.net by Lewis J. Walker, CFP, on December 10, 2019. This year marks the 50th anniversary of the birth of financial planning. On Dec. 12, 1969, 13 men gathered at Chicago’s Hilton O’Hare Airport Hotel with “a sense of shared mission: to raise the level of professionalism in retail financial services and [...]
Originally posted in Financial Advisor (fa-mag.com) on May 1, 2020 Over the last two years I’ve had the privilege of speaking at a gathering for employees of the American Transmission Company (ATC) based in the Milwaukee area. The first time I spoke to one of the groups, the employees that had gathered ranged from age [...]
Originally posted in Financial Advisor (fa-mag.com) on March 1, 2020 I recently was invited to a think tank hosted by Eventide Asset Management, a company in the values investing space. CIO Finny Kuruvilla gave a talk and I was confronted with the question, “Do you want to own companies that you are proud of?” Well, [...]
Originally posted in Financial Advisor (fa-mag.com) on January 2, 2020 This past fall, I had the privilege of speaking once again at my favorite conference in the world—Back2Y—hosted by Paul Armson in Birmingham, England. This conference draws life-focused advisors from around the world seeking to deliver the highest order of value and the highest level [...]
Originally posted in Financial Advisor (fa-mag.com) on November 1, 2019 The self-centered self-delusion. Your clients live in their own world. You live in yours. Is it possible to tune into clients well enough in conversation to break out of the gravitational pull of your planet and make a permanent landing on theirs? Only if you [...]
Originally posted in Financial Advisor (fa-mag.com) on Sepember 1, 2019 As we approached the tee for the eighth hole, a buddy of mine said to me, “Last year I stood on this tee box with Advisor Joe Schmo, and you were up in the fairway ahead of us. He turned to me and asked, ‘You’re [...]
Originally posted in Financial Advisor (fa-mag.com) on July 1, 2019 In my last column, I described how messy a financial advisor’s value proposition is when it’s based on a return on investment and how unsustainable that value offering really is. Trying to guess the future and constantly outperform the market is an activity done out [...]
“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 on that below) and plenty of new-to-this edition material, while retaining the time-tested tools and concepts readers have enjoyed and [...]
The New Retirementality was selected as the Book of the Month for July 2019 by The Retirement Benefits Institute, Inc. Click here to see their comments for this award.
Originally posted at fpa.com.au, by Jayson Forrest, during September 2019. For a more sustainable business model, Mitch Anthony encourages planners to change their central value proposition to one that is focused on the life of the client. As we rapidly head towards a new decade, the traditional role of the advice professional has never been [...]
“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 is a significant revision, including lots of new material. Look for the new edition in your local or online bookseller [...]
“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 shared. For those of you who already embrace life-centered planning™, the findings are not a surprise as much as an [...]
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 impacted his life. Here’s a brief excerpt: “Most everyone we knew, young or less young, were letting fear or greed [...]