Mitch Anthony | Financial & Retirement Planning Expert

Mitch Anthony

Financial & Retirement Planning Expert

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Rochester, Minnesota, United States

Mitch Anthony

For almost two decades, Mitch and his team have provided training and development for both individual advisors and major organizations throughout the world. Mitch personally consults with many of the largest and most-recognizable names in the financial services industry on both financial life planning and relationship development.

Mitch is a consistently top-rated presenter who has spoken to groups ranging from 10 to more than 10,000. He has been named one of the financial services industry’s top “Movers & Shakers” for his pioneering work. Through the Institute, he has partnered with Texas Tech University, the University of Georgia, and Utah Valley University to develop financial life planning programs for their undergraduate programs.

Mitch is a sought-after expert for the media, and a regular columnist for Financial Advisor magazine. His columns have appeared on CBS MarketWatch and in the Journal of Financial Planning. His original comic strip “Stanley Brambles, CFG (Certified Financial Guru)” has appeared monthly in the print edition of Research magazine. Mitch is also host of the daily radio feature, The Daily Dose, heard on over 100 radio stations nationwide.

Mitch is also the author of many groundbreaking books for advisors and consumers, including perennial bestseller StorySelling for Financial Advisors, cited by Financial Advisor magazine as the number one “must-read” book for financial professionals. His other books include The New Retirementality (now in its 4th edition), Defining Conversations, From the Boiler Room to the Living Room, The Financial Professional’s StoryBook, Your Clients for Life, Your Client’s Story, Selling with Emotional Intelligence and The Financial Lit Kit (The Cash in the Hat, The Bean is not Green, and Where Did the Money Go?).

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Defining Conversations

Audience: All members of an organization

What is the one key criterion that separates the best in the business from the pack? What is the most powerful force for connecting with other members of your organization, as well as clients? It is the ability to have a defining conversation.

In Defining Conversations, Mitch Anthony delivers the keys to becoming an effective conversationalist in an age that is obsessed with messaging, texting, and social media. Mitch’s groundbreaking presentation will show you why it’s so important not to lose the human touch in conversations with clients and colleagues. Participants will learn:

The two factors that define success or failure in conversation
How to identify and establish genuine and significant points of contact with each person they meet
How to recognize conversation saboteurs and stop them in their tracks
The one specific question that will guarantee success in all their business relationships

For more than a decade, Mitch Anthony has shown people how to become better communicators by using analogies and probing questions. Defining Conversations shows you how to stand out as memorable and exceptional—by honing your ability to converse in a meaningful way.

What Business Are You In?

Audience: Financial Services Professionals, including advisors and their teams

“This was a powerful presentation that helped me to get my head where it belongs––in the mind of my client, and toward a greater understanding of their story, and what they hope their money will buy. This will make my job easier and make me better at what I do.” - Advisor, Los Angeles

Are you in the money business and work with people, or are you in the people business and happen to work with money?

The right answer will determine your success––or failure––as a financial advisor. In fact, your future depends upon it.

This compelling keynote is designed to help advisors increase their value in the eyes of their clients by understanding how the following principles impact them (and their clients):
Advisors are primarily in the people business. Successful advisors know that clients aren’t just interested in money; they’re interested in what that money can do for them.
Advisors need to ramp up their knowledge about how people think and respond. Clients aren’t interested in what you’re selling or the fancy charts and graphs you produce to impress them; they’re interested in how you can help them reach their goals.
Advisors need to understand how each client thinks about money, and that no two clients think about it the same way.
Advisors need to connect their clients’ means to their meaning.

For your clients, it’s not about making money––it’s about reaching goals. The advisors who understand and embrace this message are the advisors who will succeed now and in the future. These are the advisors that know what business they’re in.

Moving from ROI to ROL
A Greater Return on Life

Audience: Financial services professionals

Developed by industry leader Mitch Anthony, The Return on Life™ approach and accompanying keynote addresses the two major dilemmas experienced by many top advisors: (1) work/life balance and (2) compensation.

The existing value propositions of recommending financial products and providing financial planning and asset management are all undergoing rapid commoditization. It is becoming increasingly difficult for advisors to differentiate themselves in a crowded, "me too" marketplace. The one value proposition that transcends becoming a commodity is the one that enables advisors to sell their wisdom, experience and insights. The hallmark of this new way of thinking is the unique manner in which success is measured, Return On Life™.

Audience members will walk away with a stronger understanding of this new model as well as answers to the following questions:

What is the next great value proposition that clients will be willing to pay for?

How do you change the perception you created as a product or process vendor?

How do you speak to what matters most to your clients?

How do you build a business model that is good for everyone involved: you, your client and your organization?

Using Your Intuition to Succeed (Sales)

Audience: Sales professionals

Mitch Anthony’s most popular presentation is based on his bestselling book, StorySelling for Financial Advisors. In this moving and illuminating speech, Mitch talks about the three aspects of becoming a more intuitive sales professional:

Understanding the power of emotion in the
decision-making process

Understanding your client’s story before attempting to tell your own story

Understanding the power of the analogy and metaphor in explaining your products and services

From the keynote:

"It’s all about making human connections–and it takes more than mathematical, selling, and organizational skills to make those connections. It takes intuitive insight and a desire to know who your clients are, so you can begin speaking a language they will understand.”

See firsthand why this timely presentation has consistently received rave reviews.

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Mitch Anthony

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