Mitch Anthony
Understanding the Client's Money Perspective: The Fiscalosophy Conversation Tool
Tools and Resources: Client Tool
October 2018
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Each client's perspective on money is shaped by their experiences and beliefs. Uncover your client's attitudes about money with the Fiscalosophy Conversation Tool, created by Mitch Anthony.
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).
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