Articles by Mitch

/Articles by Mitch

Prepare Or Repair?

By |2018-12-07T22:23:36+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 |2018-08-08T20:03:18+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 LincolnI certainly could not have predicted the outpouring of sentiment I received after writing my last article, “Harsh Lessons in Modern Con Art” (Financial Advisor [...]

Emotion-Driven Planning Will Accelerate Soon

By |2018-08-08T19:44:30+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, ebbing [...]

Harsh Lessons In Modern Con Art

By |2018-01-15T18:54:11+00:00December 1st, 2017|

Originally posted at fa-mag.com , 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 [...]

Change the Central Question Guiding the Planning Conversation

By |2018-02-14T18:03:37+00:00July 1st, 2017|

Financial Life Planning column by Mitch Anthony and Steve Sanduski, CFP®,  published in Journal of Financial Planning. In our introductory article on Return on Life, or ROL-centric planning in the May issue, we asserted: “If you want to change the dynamics of the financial relationship to a value that is most meaningful, start by [...]

Show Clients Their Spending Habits

By |2018-02-14T18:12:53+00:00May 1st, 2017|

"Financial Life Planning" column by Mitch Anthony at Financial Advisor magazine. “You are not competing with anyone else. You are only competing with yourself to do the best with whatever you have received.” —L. Tom Perry In my last column, we discussed the cash-flow conundrum faced by so many advisors whose clients want to turn [...]

Transforming from ROI-Centric Planning to Return on Life Planning

By |2018-02-14T18:14:34+00:00May 1st, 2017|

Financial Life Planning column by Mitch Anthony and Steve Sanduski, CFP®,  published in Journal of Financial Planning. Our profession has made several transformations over the past few decades. Prior to 1980, most financial advisers were brokers who sold stocks and bonds on commission. During the 1980s and 1990s, stocks gave way to mutual funds [...]