Get Unlimited Access to All of Mitch’s Tools
for Less than $1.00 Per Day!

The most robust resource center you will find for Financial Life Planning tools and content. Designed for the self-starter, the site is replete with built-in tutorials and innovative discovery tools that help develop deeper relationships with clients. All of this is yours for only $29.95 per month (plus a one-time setup fee of $199). There is not a better value on the market for advisors who want to take relationships to the next level.

MyFLPTools™ is your one-stop resource for all your client dialogue and team-building tools. The program is designed to help you develop lifelong relationships with clients, resulting in a more rewarding and profitable practice.

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For almost two decades, Mitch Anthony has taught advisors how to master the art of client conversations and develop practices that embrace financial life planning principles. Along with his team, he has developed innovative tools that financial services professionals have come to rely on in their discussions with clients and colleagues about financial goals and transitions, retirement, wealth management, and more.

Here’s what your subscription includes:

Unlimited access to client dialogue and planning tools, including the Financial Life Checkup, Life History, Life Transitions, New Retirementality Life Profile, PROGRESS statement (a breakthrough approach to the annual review assessment), and reports you generate that can be customized and shared with your clients. These tools help you understand why your clients think about investing the way they do, the specific transitions they’re going through (such as marriage, divorce, or illness), their goals (such as retirement, starting a business, or traveling the world), and an annual report (PROGRESS statement) that helps keep them focused on what matters most to them, instead of on market returns. MyFLPTools is an interactive program that allows you to present a holistic and customized approach to your clients by focusing on their unique life goals and transitions.

Unlimited access to the T.E.A.M. Personality Profiling Tool™. T.E.A.M. is a personality-based assessment tool that helps you become more aware of your own personality’s impact on others, resulting in better interactions between yourself, your team, and your clients. T.E.A.M. is a simple but powerful way to understand your clients’ personality DNA and ensure that you are communicating in the manner they prefer. It is the only personality program developed specifically with the financial advisor in mind and provides feedback on how to conduct discovery, present plans, and deliver ongoing service.

Unlimited access to The New Retirementality Life Profile. The New Retirementality Life Profile is a tool that helps your clients envision how the next phase of their lives will play out. Designed to be used alone or in conjunction with Mitch’s book, The New Retirementality, the tool uses interactive exercises to help clients determine how they want to spend their time, find balance, integrate work, and age successfully.

Unlimited access to Mitch Anthony’s complete suite of client conversation tools. Tools include Income for Life workbooks, Wealth-care Planning, Fiscalosophy Assessment, and many more. We are continually developing new and innovative tools for planners to utilize in their conversations with clients and colleagues about financial planning, retirement, wealth management, and more.

Unlimited access to Mitch Anthony’s Resource Library, an online library full of articles and other resources you can share with your team and clients.

Show your clients what they’re spending WITHOUT running a cash-flow analysis! This breakthrough dialogue helps clients think about and change their spending habits.

Regular webinars and conference calls with Mitch Anthony. During these meetings, Mitch will discuss ways to use his tools, as well as other topics of interest.

Members-only discounts on Mitch’s books.

Mitch’s popular monthly e-newsletter, always full of great advice and new ideas.

Regular webinars and conference calls with Mitch Anthony.

During these meetings, Mitch will discuss ways to use his tools, as well as other topics of interest.

Unlimited access to Mitch Anthony’s Resource Library

An online library full of articles and other resources you can share with your team and clients.

Unlimited access to Mitch Anthony’s latest tool: OWE-GROW-LIVE-GIVE Profile

Show your clients what they’re spending WITHOUT running a cash-flow analysis.This breakthrough and non-invasive dialogue helps clients think about and change their spending habits!

Unlimited access to The New Retirementality Life Profile.

The New Retirementality Life Profile is a tool that helps your clients envision how the next phase of their lives will play out. Designed to be used alone or in conjunction with Mitch’s book, The New Retirementality, the tool uses interactive exercises to help clients determine how they want to spend their time, find balance, integrate work, and age successfully.

Special Discounts

Members-only discounts on Mitch’s books.

Customized Support.

Instant online troubleshooting and email support is available to help you use all the tools included in MyFLPTools™.

Interested in Having Mitch Speak?

To learn more about Mitch’s speeches and programs, or to book Mitch for your next event, please contact us!

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