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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
Originally posted at fa-mag.com by Mitch Anthony, December 1, 2020. What do you do when you find yourself succeeding financially but it just doesn’t seem like enough? When you want to practice real financial planning instead of superficial forms with products attached? When you want to really service your clients and make a lasting impact [...]
Life-Centered Financial Planning Essentials: How Much is “Enough”? What’s the ultimate aim of a financial planner, specifically one who is practicing life-centered financial planning? Contrary to what the industry would have everyone believe, it’s not to beat the market—it’s to help clients get and keep the life they want. Life-centered financial planners are tasked with [...]
Life-Centered Financial Planning Essentials: Would You Invest in the Companies You’re Recommending to Clients? Do you want to invest in companies that you are proud of? I’m sure your response was, “Of course!” But truth be told, most us haven’t been paying attention. It just makes sense to reward companies that reward their employees, their [...]
Life-Centered Financial Planning Essentials: Why One Retirement Plan Does Not Fit All Not all people retire well. Some people can’t retire soon enough: their workplace, their coworkers, and their workload are literally killing them. On the other end of the spectrum, some people will never retire because who they are and what they do are [...]
Life-Centered Financial Planning Essentials: Don’t Start the Conversation with Goals Have you ever asked a client what his or her goals are, only to be met with a deer-in-the-headlights response? Most people are so caught up in the present that they haven’t yet framed a portrait for the future. Goals are an important conversation, but [...]