About Mitch Anthony

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So far Mitch Anthony has created 53 blog entries.
Mar 16, 2022 3:36 pm

Segues – For Life’s Major Moments

By |2022-03-31T14:29:31-05:00March 16th, 2022|Categories: In the Media, Webinar|

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Segues is an interactive digital financial planning tool that helps your clients visualize and plan for their life transitions and goals.

The tool and our related training and marketing support help you differentiate and grow your practice.

Let us introduce you to our Segues which is an interactive, digital tool that you can use to monitor your client’s situation and plan for future transitions. There are over 60 built-in transitions to cover with your clients in the areas of Family, Work, Health, […]

Mar 16, 2022 3:16 pm

Increasing the Value of Advice by Focusing on Life-Centered Planning for Transitions Not Goals

By |2022-04-04T13:36:58-05:00March 16th, 2022|Categories: In the Media, Podcast|

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In this episode, we talk about the importance of language in financial planning. The difference between having good rapport with clients and really building a relationship with them, why asking clients the right questions is all about engaging them by making them feel like they’re answering the questions they’ve always wanted to talk about anyway, and why the best way to demonstrate the ongoing value of financial planning is not about helping clients to reach their goals, but […]

Mar 16, 2022 3:12 pm

Designing a Discovery Process to Maximize Return on Life

By |2022-04-04T13:20:31-05:00March 16th, 2022|Categories: In the Media, Podcast|

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“Money can’t find a purpose, but money can fund a purpose.” – Mitch Anthony

The best conversations with clients and prospective clients have two things in common:

  1. They create trust and connection with the person that allows them to open up and freely share with you information they likely have never shared with anyone else
  2. They unearth and yield valuable information and stories about the person (both personal and financial) that provides the insights you need to help them […]
Mar 4, 2022 3:41 pm

The Real Assets Under Management

By |2022-03-31T14:28:24-05:00March 4th, 2022|Categories: Article, In the Media|

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[Excerpt from FA Mag article] During the past year and a half (and counting), I don’t know anyone whose life hasn’t been affected by the Covid-19 pandemic. Many of us have experienced epiphanies and made positive changes to our lives as a result.

While not dismissing the toll the pandemic has taken on many of us, I think it’s helpful to recognize the good things that have occurred. I have seen many people rediscover the importance of family and friends and […]

Feb 10, 2022 9:51 am

Discovery is More Than Fact-Finding

By |2022-02-10T09:51:33-06:00February 10th, 2022|Categories: ROL Blog|Tags: , , , |

ROL Advisor's Mitch Anthony discusses how the Biographer's Approach to discovery shifts initial prospect discussions to client stories.

Jan 21, 2022 9:02 am

Use Your Client’s Past to Prepare for the Future

By |2022-01-21T09:02:49-06:00January 21st, 2022|Categories: ROL Blog|Tags: , , , |

Help your clients reflect upon the decisions they’ve made in the past and it might help equip them to make better decisions in their future.

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