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Founder and President - Advisor Insights Inc.
Mitch Anthony returns to the 2019 Congress by popular demand!
Mitch is recognised around the globe for his pioneering work in life-centred planning. He is the founder and president of Advisor Insights Inc., The Financial Life Planning Institute, ROL Advisor, and Life-Centered Planners (U.K.).
He is the author of many groundbreaking books for advisers and consumers, including bestseller Storyselling for Financial Advisors, cited by Financial Advisor magazine as the number one “must-read” book for financial professionals and Your Clients for Life.
Here’s what our 2018 Congress delegates said about Mitch Anthony’s keynote presentation:
“Mitch Anderson's keynote provoked some really useful conversation aids and questions that I will be able to take into client meetings and help further develop our advice philosophy.”
“Mitch Anthony stole the show for me…63 life transitions involving complicated money decisions. Great pick.”
“Mitch Anthony was the highlight... It was great to get some tools that you can use in your business. His insights on how you have conversations with clients were fantastic. Probably the best speaker I have seen at any event that you can actually take learnings and build into your business”.
“Mitch Anthony's insights and client-ready questions were a highlight for me and a good reminder on how to extract the most important information from our clients”.