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From Boomers to Millennials: We All Want the Same Things

By |2018-12-07T22:25:49+00:00December 7th, 2018|

“Don't let money run your life, let money help you run your life better." --John Rampton, CEO of Due Like lots of other industries, the financial services community is transitioning as boomer markets mature, and younger generations—both Gen Xers and millennials—evolve. Don’t get me wrong—boomers are still an important part of any financial practice and [...]

Life at the Center

By |2018-12-07T22:24:56+00:00December 7th, 2018|

“The only two things that really make you happy are having your health and people that love you, and money can't buy either one." -- Warren Buffet I recently spoke at a conference in England and was pleased to learn that my talk hit close to home for a lot of people in the audience—and [...]

Retirement Realities

By |2018-08-21T15:11:38+00:00August 1st, 2018|

by Mitch Anthony “The trouble with retirement is that you never get a day off." - Abe Lemons, Oklahoma City University basketball coach In a recent New York Times article about planning for retirement, the reporter laid out a year-by-year plan of action for people expecting to retire in about five years. The advice included: Five years [...]

Rightsizing Your Life

By |2018-08-21T15:10:24+00:00July 1st, 2018|

by Mitch Anthony “In the truest sense, freedom cannot be bestowed; it must be achieved.” -- Franklin D. Roosevelt Recently I read that 42 percent of Americans plan to downsize, in part to help stretch their retirement dollars. The article also talked about other reasons for downsizing: less maintenance, smaller utility bills, and lower property taxes. To [...]

Back to Basics

By |2018-08-21T15:09:11+00:00June 1st, 2018|

by Mitch Anthony “To succeed, you will soon learn, as I did, the importance of a solid foundation in the basics of education - literacy, both verbal and numerical, and communication skills” -- Alan Greenspan Every so often, we all need to get back to basics. When it comes to your own practice, it pays to [...]

How to Have Clients for Life: Moving to Life-centered Planning™

By |2018-08-21T15:06:54+00:00May 1st, 2018|

by Mitch Anthony “There are people who have money, and there are people who are rich.” -- Coco Chanel When I first introduced the concept of financial life planning almost 20 years ago and published those ideas in Your Clients for Life, we were at the very beginning of what became a revolution in the financial services [...]

Planning for the Unplanned: Transitions

By |2018-08-21T15:02:58+00:00April 1st, 2018|

by Mitch Anthony "The shortest period of time lies between the minute you put some money away for a rainy day and the unexpected arrival of rain.”—Jane Bryant Quinn Last month we discussed the importance of goals in financial planning. This month we’ll focus on transitions. A dialogue focused around a client’s transitions is a critical and [...]

Why Goals Matter More Than Money

By |2018-08-21T14:49:26+00:00March 1st, 2018|

by Mitch Anthony “Shoot for the moon. Even if you miss, you'll land among the stars.”—Les Brown According to Alite Group, one of the top ten disruptors in the financial services industry this year is “holistic wealth management”. This means that more and more advisors are realizing that robo advising, fees, and changing client demographics indicate they [...]

What Your Clients Really Want May Surprise You

By |2018-08-21T14:46:16+00:00February 1st, 2018|

by Mitch Anthony I recently read an article bemoaning the fact that financial services professionals aren’t the best communicators. Why? Simply put, advisors don’t always listen to what their clients are telling them. In a Financial Planning article published last month, Alan Boomer talked about why clients dislike their financial advisors. He cited a few reasons, one of which was communication [...]

How to Help Your Clients Start the New Year

By |2018-08-21T14:44:42+00:00January 1st, 2018|

by Mitch Anthony “Never spend your money before you have it.” -- Thomas Jefferson Successful financial planning involves more than the balance in a client’s portfolio. A strong financial plan represents what is important to an individual—in other words, his or her fiscalosophy. Consider these two scenarios: Mark spends lots of money on trips and entertainment. [...]