Mitch Anthony
Defining Conversations - Listening Guide
Listening Guide
September 2023
Download Resource
Description Log in to mark as a favorite
Mitch Anthony shares the most important questions to ask and key points to remember to have meaningful client conversations.
This Listening Guide accompanies the Study Group of the same name.
About the Speaker
Mitch Anthony
Advisor Insights, Inc.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).
© 2024 Kingdom Advisors | Privacy Policy | Cookie Policy | Terms of Use
