Articles by Mitch

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 [...]

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 [...]

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. [...]

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 [...]

Originally posted at fa-mag.com by Mitch Anthony, April 1, 2023. During the several years I’ve tracked the concerns of financial advisory clients, I was surprised to learn that one of their more important interests was [...]

Originally posted at fa-mag.com by Mitch Anthony, February 1, 2023. Advisors are usually encouraged to talk to their clients about their goals, to ask questions like, “Where would you like to be in five years?” [...]