What Attendees Think of Mitch:
Keynote Speaking
“The perfect speaker and content for this kind of event.” – Workshop attendee
Becoming a Better Biographer of Your Clients
The advisor’s first responsibility is to understand the client’s story and then to build a financial plan around that story.
The E.P.I.C.
Retirement
Mitch Anthony changed the conversation about retirement from one focused solely on money to one focused on purpose. In The E.P.I.C. Retirement, he moves that conversation to the next level by challenging advisors to step up, broaden their capacity, and embrace a new role: Retirement Coach.
Your Client’s Story
Delivering Value That Will Never Be Undervalued
Becoming a Life-Centered Planner
Prepare or Repair: The Holistic Risk Dialogue
Client Events
The Changing Face of Retirement
Interested in Having Mitch Speak?
Contact us for more information about having Mitch at your next event!