Originally posted at blubrry.net by Robyn Walter on February 11, 2020. Named as one of the top “Movers & Shakers” in the financial services industry, Mitch Anthony has been creating innovative discovery approaches for advisors for over twenty years. In this episode, Matt speaks with Mitch Anthony, the founder and president of Advisor Insights Inc [...]
Jamie Bosse, CFP®, RFC Financial Planner | Life Transitions Specialist | Author | Financial Blogger at Aspyre Wealth Partners It's America Saves Week! The earlier you start financial education, the better. Here are some of my favorite kid books about money: "It's a Habit, Sammy Rabbit" by Sam X Renick "The Four Money Bears" by [...]
Originally posted at thecrier.net by Lewis J. Walker, CFP, on December 10, 2019. This year marks the 50th anniversary of the birth of financial planning. On Dec. 12, 1969, 13 men gathered at Chicago’s Hilton O’Hare Airport Hotel with “a sense of shared mission: to raise the level of professionalism in retail financial services and [...]
The New Retirementality was selected as the Book of the Month for July 2019 by The Retirement Benefits Institute, Inc. Click here to see their comments for this award.
Originally posted at fpa.com.au, by Jayson Forrest, during September 2019. For a more sustainable business model, Mitch Anthony encourages planners to change their central value proposition to one that is focused on the life of the client. As we rapidly head towards a new decade, the traditional role of the advice professional has never been [...]
Originally posted at forbes.com, by David John Marotta, on November 11, 2019. As clients get older, they often start to feel obligated to retire. They love working, but they are 65 or older and all their friends are doing it. The traditional concept of retirement is called a “cliff retirement” because it is so abrupt. [...]
Originally posted at advisorservices.schwab.com, by Charles Schwab & Co., Inc., during October 2019. Key points: • As competition increases, more independent advisors are offering comprehensive financial planning. But, for many, the way they communicate their value has not kept pace. • One of the best ways to protect your client relationships from competition is to [...]
Originally posted at fedsmith.com, by Brandon Christy, on October 3, 2019. In Mitch Anthony’s book, The New Retirementality, he provides a modern perspective of what retirement really means. This book is a great resource for federal employees who are considering what they want from retirement. Retirement was first seen as successfully coming to the end of [...]
Originally posted at pressofatlanticcity.com, by Eric Reich for the Current, on September 27, 2019. I heard Mitch Anthony, founder and president of Advisor Insights Inc., speak at a retirement conference recently, and he said “retirement doesn’t work.” This really resonated with me. Having spent 22 years in this industry working as a retirement specialist, I [...]
Financial planners need to come alongside their clients as they define their own version of the retirement life stage. Originally posted at moneyweb.co.za, by Eric Jordaan - Crue Invest (Pty) Ltd , on September 11, 2019. If you are planning to work for the rest of your life, it is entirely understandable if saving for [...]
“Best Books” For Financial Advisors – 2019 Edition Originally posted at kitces.com , by Michael Kitces, on June 10, 2019. For so many, the season of summer is a time of vacation and family trips, whether for some rest and relaxation or just to get away from the local heat. And the fact that clients [...]
Your emotional ‘glide path’ is as important as your financial plan Originally posted at MarketWatch, by Jonathan Burton, on May 22, 2019. Retirement ain’t all it’s cracked up to be. In fact, if they’re not careful, a lot of folks will crack once they retire. Perhaps no other stage of life triggers such intense feelings [...]
And it shouldn't be, says Mitch Anthony. It should be a healthy, happy balance between vacation and vocation. Originally posted at The Street.com by Robert Powell April 25, 2019 The whole premise of retirement -- the leisure myth -- is a bit bothersome. So said Mitch Anthony, the founder and president of Advisor Insights [...]
Learn how investors really feel about money and why Originally posted at MarketWatch.com, by Morey Stettner Ask financial advisers what they discuss with their clients and you’ll usually get a one-word answer: money. Money of course can be a springboard for delving into all kinds of personal issues. But few advisers dig deep enough to [...]
Learn how investors really feel about money and why Ask financial advisers what they discuss with their clients and you’ll usually get a one-word answer: money. Money of course can be a springboard for delving into all kinds of personal issues. But few advisers dig deep enough to learn how their clients really think and [...]
The Department of Personal Financial Planning in the College of Human Sciences at Texas Tech presents the Life Centered Financial Planning certificate. Industry pioneer Mitch Anthony, founder of the Financial Life Planning Institute, developed the curriculum to teach both the personal skill sets and discovery methodologies, according to a news release. Two Tech staff members, [...]
In this podcast, Michael Kitces interviews Mitch Anthony about becoming an invaluable voice in your clients’ lives. This AICPA podcast is a sneak peek into Mitch’s session, You and Your Clients, at the 2019 Advanced Personal Financial Planning Conference at AICPA ENGAGE. Mitch talks about how to connect with your clients in a way that [...]
Originally posted at Money Marketing If you had told me 10 years ago that not only would I be a chartered financial planner but that I would enjoy it so much I would be reading about the “science” of retirement and the “new retirementality” in my spare time, I reckon I would have asked you [...]
Originally posted at Kitces EXECUTIVE SUMMARY As the pressures of commoditization on investment advice continue to increase, more and more advisors adopting financial planning and wealth management services for their clients. Yet compared to the world of investing – where an advisor’s value proposition can be clearly articulated and measured in dollars and cents – [...]
Originally posted at Financial Planning Today , by Julie Lord. Over many years the big insurance and investment companies have been portraying retirement as one big vacation where sensible savers can play golf or lounge about on sandy beaches, living their retirement dreams. The same companies are guilty of scaring people about how much money they will [...]