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Mitch Anthony discusses three questions that will unlock more meaningful client counsel. Mitch is renowned for his work training and developing financial advisors at major firms and on an individual basis (www.mitchanthony.com). His three questions will help advisors to unlock important information about their clients' past, their values about money, their passions, and their current challenges and opportunities. The simplicity and potential impact of his presentation can produce transformational results in client relationships.
Mitch Anthony is the founder and president of Advisor Insights Inc., The Financial Life Planning Institute, ROL Advisor, and Life-Centered Planners (U.K.) Mitch is recognized around the globe for his pioneering work in life-centered planning and is a consistently top-rated presenter. He has also been named one of the financial services industry’s top “Movers & Shakers.” Mitch is the author of many groundbreaking books for advisors and consumers, including perennial bestseller Storyselling for Financial Advisors, The New Retirementality, and Life-Centered Financial Planning (2020).