Articles by Mitch

Engaging in The Legacy Dialogue

By |2023-11-02T21:32:23+00:00November 2nd, 2023|

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 about an estate planning issue. His father, who was a master of understanding the emotional side of the business, brought [...]

Reasons To Start Asking

By |2023-06-15T21:15:52+00:00June 15th, 2023|

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 four or five columnists, all brimming over with opinions to the point that none of them can let any of [...]

Learning Clients’ Biographies

By |2023-06-15T21:03:19+00:00June 15th, 2023|

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. But when it comes to finding qualitative information—knowledge about our clients’ experiences, principles and deepest hopes and fears—the industry often [...]

Personal Principles With Investing – Part 2

By |2023-06-15T20:54:55+00:00June 15th, 2023|

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 principles when it comes to investing. Among the questions I asked in Part 1 of this story were: • If [...]

Personal Principles With Investing – Part 1

By |2023-06-15T20:47:06+00:00June 15th, 2023|

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 re-examining their investment philosophy, something up there with worry about their aging parents and their children’s college. I guess I [...]

To Know Clients, Know Their History

By |2023-06-15T20:28:30+00:00February 6th, 2023|

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?” But how much richer would the conversation be if we asked them instead, “Where have you been in the last [...]

A Money Dialogue With The Late Dick Wagner

By |2022-05-11T19:48:31+00:00May 11th, 2022|

Originally posted at fa-mag.com by Mitch Anthony, May 1, 2022. I was recently going through my archives and came across some recordings I had done with Dick Wagner almost 15 years ago for a recording we were calling “Money Dialogue.” Dick, who passed away five years ago, wrote for Financial Advisor and was a recognized [...]

The Real Assets Under Management

By |2022-05-11T20:16:38+00:00March 22nd, 2022|

Originally posted at fa-mag.com by Mitch Anthony, March 1, 2022. During the past year and a half (and counting), I don’t know anyone whose life hasn’t been affected by the Covid-19 pandemic. Many of us have experienced epiphanies and made positive changes to our lives as a result. While not dismissing the toll the pandemic [...]

The ExperiCorps Experiment

By |2021-06-07T20:23:44+00:00June 7th, 2021|

Originally posted at fa-mag.com by Mitch Anthony, May 1, 2021. Last year I was approached by two professionals with an interesting idea for a social experiment with retirees. One of the men was a serial entrepreneur named Bob Ahmann. The other was a retired engineer named Darryl Solie (I say “retired,” but he’s always involved [...]

The Hands of Time

By |2021-03-09T20:19:31+00:00March 9th, 2021|

Originally posted at fa-mag.com by Mitch Anthony, March 1, 2021. What does the clock say, Bapa?” asked my granddaughter Aryela for the third time in the last minute. “It says 4:42, honey.” We were dyeing eggs, and the instructions said to let them soak for seven minutes. We were one minute in, and the hands [...]

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