Mitch Anthony Books

Bring your financial planning to life by bringing life to your financial planning.Life-Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued shows financial planners and advisors how to radically improve the service they provide to their clients by tying their decisions and strategies to their clients' life events, stages, and goals.Written by distinguished financial professionals Mitch Anthony and Paul Armson, Life-Centered Financial Planning provides readers with practical advice and concrete strategies to revolutionize their organization and client service by:- Focusing on what matters most to clients, rather than maximizing assets under management or pushing products- Understanding that a strong financial plan means more than simply accumulating as much money as possible- Building a business model that is good for everyone involved: the financial advisor, clients, and the organization- Moving from being a commodity to being your client's trusted advisorThe book is perfect for any financial planner or advisor who wishes to adapt to the radical redefinition of financial services taking place today.

Anthony is president of a training and communications consulting firm specializing in the financial services and insurance industries. He presents sales professionals with a training approach he developed in the mid-1990s, based on the principles of emotional intelligence. The text discusses the five steps of Anthony's ARROW Program awareness, restraint, resilience, others (empathy), and working with others (building rapport) and how to use the program to improve sales performance. Annotation (c) Book News, Inc., Portland, OR (booknews.com)

Learn what makes a client trust you to be their financial advisor. Put the power of story telling into selling financial products. The authors explain the process of making these intuitive connections, then translate their findings into understandable and practical strategies that any financial professional can use. They present actual stories, including many by Warren Buffet, one of the greatest "storysellers" of all time. These actual stories can help financial pros tap into the "gut reaction" of different types of clients. the book also includes special topics on communicating to women, the 50+ market, and the affluent.

Financial services pioneers Scott West and Mitch Anthony spent more than three years studying financial advisors who managed 100 percent of their clients' assets-they were interested in how these advisors had outperformed their peers. What Scott and Mitch found was amazing: the most successful advisors had mastered an innate ability to get their clients to tell them their stories. When these advisors asked clients about their stories, those clients felt interesting, important-and listened to. They shared much more than they would have by simply answering questions on a checklist. Advisors gained a deeper understanding of the the individuals they were working with. The connection between advisor and client became so powerful that it was next to impossible for any competitor to come between them. The new edition of this perennial favorite includes tools and ideas for starting client conversations, and shows you how to: Use dialogues to learn more about your clients Integrate client's unique circumstances, goals, and transitions into their winning financial plan Your Client's Story demonstrates how to ignite the flames of your curiosity, ignite empathy in your client relationships, and bring a sense of life and excitement to your business as you've never experienced before.