Articles by Mitch

/Articles by Mitch

Master Your Business Before It Masters You (Part One)

By |2019-05-15T21:08:03+00:00May 15th, 2019|

Originally posted in Financial Advisor ( on May 1, 2019 I’d like to begin this article with a few new terms I’ve coined that will be helpful for reading along: Practicide: When you build a practice designed to kill you. Entremanure: What people often find themselves wading in when selling the wrong value proposition. Messyages: [...]

The Game Has Changed

By |2019-03-15T19:05:18+00:00March 15th, 2019|

In his heyday, Larry Bird was recognized as the ultimate three-point shooter. In 1986, a championship year, he made 82 threes. His team, the Boston Celtics, made 138 total. The league average was 77. In the 2015-2016 season, all-star guard Stephen Curry made 402 three-point shots. His team, the Golden State Warriors, made over a [...]

What’s Your Client’s Fiscalosophy?

By |2019-03-15T17:49:20+00:00March 15th, 2019|

Originally posted in FA magazine. When financial advisors have conversations about investments with their clients, there’s usually something missing—a dialogue in which the advisor can discover a client’s particular perspectives on important money issues. I’m talking about those issues that will inevitably lead to the flourishing or floundering of any well-intentioned plan. It’s awfully difficult [...]

Prepare Or Repair?

By |2020-02-10T19:49:38+00:00December 7th, 2018|

Originally posted at Financial Advisor, by Mitch Anthony. Given the choice of addressing either an effect or a cause, a strategic thinker would always prefer the latter. A person constantly putting out fires without understanding the cause has a limited ability to control situations. Yet I’ve observed that the majority of financial advisors seem to be [...]

Right Makes Might

By |2020-02-10T19:48:22+00:00August 8th, 2018|

Originally posted at Financial Advisor, by Mitch Anthony. “Let us have faith that right makes might; and in that faith, to that end, dare to do our duty, as we understand it.” —Abraham Lincoln I certainly could not have predicted the outpouring of sentiment I received after writing my last article, “Harsh Lessons in Modern [...]

Emotion-Driven Planning Will Accelerate Soon

By |2020-02-10T19:50:52+00:00August 8th, 2018|

Originally posted at Financial Advisor, by Mitch Anthony. Imagine the feelings that horse traders had 110 years ago upon hearing about the “horseless” carriage. Their sentiments had to range from incredulity (“How can you pull a carriage without a horse?”) to cynicism (“Who’s going to take a chance on this unproven contraption?”) to utter disdain, [...]

Harsh Lessons In Modern Con Art

By |2020-02-10T19:52:25+00:00December 1st, 2017|

Originally posted at, by Mitch Anthony. As I sit down to write this article, I know it will likely be the most difficult composition of my writing career—difficult because it dredges up a miasma of regret, embarrassment, sadness and anger like nothing else I’ve experienced in life. I was conned out of almost a [...]

Mitch Anthony on Why ROI Is a Dead End and How to Explain Your Value Proposition

By |2018-02-14T17:44:59+00:00November 28th, 2017|

"Financial Life Planning" column by Mitch Anthony at Financial Advisor magazine. WHO: Mitch Anthony WHAT: Author, speaker, and founder and president of Advisor Insights and the Financial Life Planning Institute WHAT'S ON HIS MIND: “For the vast majority, traditional retirement is a really bad idea. So we have an entire industry built around helping people [...]

The Terms of Aging

By |2018-02-14T17:57:46+00:00September 1st, 2017|

"Financial Life Planning" column by Mitch Anthony at Financial Advisor magazine. Recently, The Economist published an intriguing editorial asking what we are going to call the older people lingering between “work and decrepitude,” an expanding demographic that right now lacks a proper name, though some flippant ones include “geriactives” and “sunsetters.” According to the Census Bureau, [...]

Locating Your Core—And Your Clients

By |2018-02-14T17:50:14+00:00July 5th, 2017|

"Financial Life Planning" column by Mitch Anthony at Financial Advisor magazine. To find my home in one sentence Concise, as if hammered in metal Not to enchant anybody Not to earn a lasting name in posterity, An unnamed need for order, for rhythm, for form, Which three words Are opposed to chaos and nothingness. —Czeslaw [...]