About Mitch Anthony

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So far Mitch Anthony has created 30 blog entries.
Oct 22, 2021 8:57 am

Practice Genuine Curiosity

By |2021-10-22T08:57:32-05:00October 22nd, 2021|Categories: ROL Blog|Tags: , |

What will make you great at your business is the same thing that made Leonardo Da Vinci and Albert Einstein great at their businesses—a deep seated, insatiable, absolutely have-to-know, fanatical form of curiosity.

Jan 7, 2021 4:11 pm

Personal Values And Account Values

By |2021-01-07T16:11:51-06:00January 7th, 2021|Categories: ROL Blog|Tags: |

Today’s clients are keen on the idea of alignment between their personal values and account values. Are you ready to bring it?

Jun 10, 2020 9:29 am

A Live Connection

By |2020-06-10T13:59:47-05:00June 10th, 2020|Categories: ROL Blog|

Keep your connections vital if you want the best of your mature years. If you trade those connections in, be sure of what you’re trading for.

Mar 30, 2020 10:35 am

New Tool to Enhance Your Client Conversations Sparked by the Coronavirus

By |2020-06-10T14:09:02-05:00March 30th, 2020|Categories: ROL Blog|

With the coronavirus and the financial market volatility, clients and potential clients are anxious and they want to work with an advisor who can have a deep dialogue with them and understand the full cycle of emotions that many of them are feeling right now.

Mar 30, 2020 10:34 am

Prepare Or Repair?

By |2020-06-10T14:08:36-05:00March 30th, 2020|Categories: ROL Blog|

Given the choice of addressing either an effect or a cause, a strategic thinker would always prefer the latter. A person constantly putting out fires without understanding the cause has a limited ability to control situations.

Mar 30, 2020 10:32 am

Transforming from ROI-Centric Planning to Return on Life Planning

By |2020-06-10T14:08:11-05:00March 30th, 2020|Categories: ROL Blog|

Instead of accumulating money for the goodies it can buy, we see people moving toward using money to live the best life possible with the money they have.

Mar 30, 2020 10:29 am

Twists and Turns

By |2020-06-10T14:07:50-05:00March 30th, 2020|Categories: ROL Blog|

Yes, it’s important to save and to delay distributions as long as you can, but it is also important to keep an eye on the radar of life and be vigilant regarding the obstacles that stand in your way.

Mar 2, 2020 3:59 pm

Your Greatest Investment: You 

By |2020-06-10T14:07:22-05:00March 2nd, 2020|Categories: ROL Blog|

How do you start investing in yourself? It’s a simple question that requires a complex array of answers.

Mar 2, 2020 3:57 pm

Wise Is As Wise Does 

By |2020-06-10T14:07:01-05:00March 2nd, 2020|Categories: ROL Blog|

Wisdom is transferred only when we become intentional about it––when we settle on the idea that the pursuit of financial wisdom in financial decision‐making is our chief value to our clients. 

Mar 2, 2020 3:54 pm

Don’t let your clients get fixated on a number

By |2020-06-10T14:06:37-05:00March 2nd, 2020|Categories: ROL Blog|

The ROL vocation is the raison d’être for the ROI vocation. ROI is how we invest—ROL is the reason.

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