Mitch Anthony

President of Advisor Insights Inc.

Helping Organizations and Individuals Master the Art of Client Conversations

Mitch Anthony is a dynamic speaker who can motivate and energize your organization.

For more than a decade, Mitch has shown financial services professionals how to become better communicators—and more effective advisors—by using analogies and probing questions. No matter what stage of growth you are at, or how large (or small) your organization is, Mitch can show your team how to look at relationships and teambuilding in a whole new way.

Any of Mitch’s presentations can be presented as a keynote or workshop, and can be customized to meet your unique needs.

Consistently a top-rated presenter who has spoken to groups ranging from 10 to more than 10,000, Mitch’s programs will help add quality and depth to your business.

  • The Changing Face of Retirement
  • Connecting You and Your Clients’ Best Interests
  • Defining Conversations
  • The E.P.I.C. Retirement
  • Financial Life Planning
  • Moving from ROI to ROL
  • StorySelling: How Top Producers Engage Their Clients

The presentation was awesome. I saw the early count of the survey results and you killed it. Thanks for making the morning platform time memorable. I appreciate all the work you do.”
Caleb Nitz, Valmark Financial Group

His presentation [at Million Dollar Roundtable] was outstanding! I will be ordering another four dozen of his books. Well done!”
Ted Wernham, Wernham Wealth Management Inc.

“Each week we have a conference call with a coach and we discuss different topics such as list building, value proposition, LinkedIn, etc. Last week we spoke about value proposition and the coach asked each of us ‘what do you do?’ I answered, ‘as a financial advisor I help my clients get the best life possible with the money they have.’ That VP stopped this coach in his tracks: he made me repeat this 3 different times and went on and on about how powerful that statement was. This was my ‘aha moment’. I know that if that can stop a financial coach in his tracks, it will be transformational with prospects…”
Nicholas C. Camp, Merrill Lynch, Pierce, Fenner & Smith Inc.

“Feedback from Mitch’s presentation was tremendous… The message was strikingly different…but so very relevant to what they do every day…”
Financial Services Organization Presentation Feedback

“Mitch, what a great presentation today via Morningstar. I am so glad I joined. You impressed the heck out of me today. Great job!”
Morningstar Webinar Attendee

“You were the best, most relevant speaker I’ve heard in the past decade. Thank you for your work.”
FPA Minnesota Conference Attendee


A Partial List of Mitch’s Clients

  • AdvisorNet Financial
  • Advisor Group
  • Affiance Financial
  • Allianz Global Investors
  • Allegis Advisor Group
  • Allstate
  • Ameriprise Financial Services
  • APIC
  • Arvest Asset Management
  • Asset Planning Services
  • Associated Securities Corp
  • AXA Distributors
  • Bank of America
  • Bank One
  • BMO Bank of Montreal
  • Boulay Financial Advisors
  • Buckingham Family of Financial Services
  • Capital Directions
  • Capital Performance Advisors
  • Carper Financial Planning
  • Charles Schwab
  • Citigroup/Smith Barney
  • City Securities Corp
  • CLS Investments
  • CliftonLarsonAllen Wealth Advisors
  • Coastal Federal Credit Union
  • Columbus Life Insurance Co.
  • Commonwealth Financial Network
  • Counsel Wealth Management
  • Credential Securities
  • Cuna Mutual Group
  • Curian Capital
  • DECU Investments & Retirement Services
  • Eide Bailly Financial ServicesEdward Jones
  • Fidelity Investments
  • Financial Advisor Magazine
  • Financial Planning Association
  • Financial Planning Standards Council
  • Financial Services Network
  • First Allied Securities
  • Genworth Financial Wealth Management
  • Global Financial Private Capital
  • Goldman Sachs
  • Grange Insurance
  • HD Vest
  • Hilliard Lyons
  • HSBC Securities
  • Independent Financial Group
  • ING Financial Solutions Group
  • Invesco PowerShares
  • Investment Centers of America
  • Investors Group
  • Jackson National Life Insurance
  • JHS Capital
  • John Hancock Funds
  • Kalos Financial Group
  • Laird Norton
  • Legend Group
  • Legg-Mason
  • Lincoln Financial Group
  • Longboard Mutual Funds
  • LPL Financial Services
  • Mass Mutual
  • Merrill Lynch Wealth Management
  • Met Life
  • Million Dollar Round Table
  • Minnesota Life
  • Morgan Stanley
  • Mutual of Omaha
  • Mutual Service Corporation
  • Nationwide Insurance
  • New York Life Insurance
  • North Dakota Bankers Assn
  • Northwestern Mutual
  • Prudential Annuities
  • RBC Dain Rauscher
  • RBC Dominion Securities
  • RW Baird & Co
  • Royal Bank of Canada
  • Securian Financial Group
  • Securities America
  • Smith Barney
  • TD Ameritrade
  • TD Canada Trust
  • TD Mutual Funds
  • ThomasWirigDoll Advisors
  • Thrivent Financial
  • Touchstone Securities
  • Transamerica
  • T. Rowe Price
  • UBS
  • UFG/Mainstreet Financial Services
  • University of Florida
  • Uvest Financial Services
  • Variable Annuity Life Insurance
  • Vanguard
  • VanKampen Funds
  • VSR Financial Services
  • Waddell & Reed
  • Wealth Enhancement Group
    Wells Fargo FMG
    Wescom Financial Services
    Western Southern Insurance
    Wipfli Hewins Investment Advisors
    W. P. Carey
    Woodbury Financial
Travels From:  Minnesota
City: Rochester
$5,001 to $10,000


Mitch Anthony is the founder and president of Advisor Insights and the Financial Life Planning Institute, the leading provider of financial life planning tools and programs for the financial services industry.

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?).


Based on his seminal book, The New Retirementality: Planning Your Life and Living Your Dreams…At Any Age You Want!, The Changing Face of Retirement will show audience members how ROL (Return on Life™—getting the best life possible with the money you have) is replacing ROI as the core consideration when planning for the future.

This presentation will discuss the confluence of four modern trends that herald the end of retirement thinking as we know it:

  • The evolving pursuit of fulfillment in our times.
  • The end of the paternalistic employer.
  • The advent of dismantling ageism.
  • Distribution-driven Armageddon for financial services.

Growing old with lots of money is no longer the goal. Dying rich can’t compete with living rich, and making a living doesn’t measure up to making a life. When the idea of retirement was born, people traded physical capital for a paycheck—and so it was a practical necessity for people to retire. As a knowledge-based economy, intellectual capital, experiential capital, and relational capital are traded for a paycheck, leaving only one question to answer regarding the appropriate time to retire: What is the expiration date on my intellectual capital and on my experience? What those people still working in their 70s and even 80s will tell you is that they would be dead if they had not continued to engage their intellectual faculties.

The Changing Face of Retirement will help audience members find answers to the following questions:

  • How will you spend your time? You have 168 hours a week; how will you make those hours meaningful?
  • How will you invest yourself? How will you parlay what you know, what you’ve experienced, and who you are into the next phase of your life?

There are two versions of this program available. The Professional Version is designed to educate organizations and advisors serving retirement-aged customers. The Client Version is designed to help educate an organization’s client and customer base. The client version is also appropriate for organizations providing employee education regarding retirement.

There are three powerful forces that influence the movement of money, and answer the question, “What business are you in?”:

  1. Intellectual: the force that causes clients to feel valued, understood and important in the advisor’s eyes.
  2. Life: the force that makes life events important to clients—the one that can also have an impact on their money decisions.
  3. Emotional: the force that connects advisors to clients—the one that can close the door on all competitors.

In the advisor/client relationship, it is what we do not know about our clients that can jeopardize prospective and long-term clients alike. Mitch will inspire participants, while at the same time provide them with the tools necessary to have more meaningful—and productive—conversations. Audience members will walk away with ideas for how to turn prospects into lifelong clients, as well as how to develop stronger and more fruitful relationships with existing clients.

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 delivers the keys to becoming an effective communicator in an age that is obsessed with messaging, texting, and social media. This entertaining and educational presentation will show you why it’s so important not to lose the human touch in conversations with clients and colleagues. During this hour-long presentation, Mitch will discuss:

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

Mitch shows you how to stand out as a memorable and exceptional communicator—by honing your ability to converse in a meaningful way.

More than 15 years ago, Mitch broke through the ceiling of retirement planning with his groundbreaking book, The New Retirementality. He changed the conversation about retirement from one focused solely on money to one focused on purpose. In The E.P.I.C. Retirement he moves that conversation to the next level by challenging advisors to step up, broaden their capacity, and embrace a new role—retirement coach. Retirement coaching is the future of retirement planning—this new approach represents the value proposition that will separate successful advisors from the rest.

Advisors making the transition to retirement coaching understand the characteristics of an E.P.I.C. retirement:

  • Engagement: If you don’t use you your body or your brain, you lose them.
  • Purpose: Money can fund purpose, but it cannot create purpose.
  • Integration: There needs to be a balance between vacation and vocation.
  • Challenge: Physical, intellectual, and spiritual challenges are the hallmarks of those who continue to thrive as they age.

Whether an audience member is an advisor or an advisor’s client, Mitch will inspire and ignite participants as he challenges them. See a sample of the presentation that is garnering great reviews. Mitch Anthony has been challenging and inspiring people around the world for close to 20 years with his unique insights into the pitfalls of traditional retirement.

Audience members will walk away from this exciting presentation with a new outlook (and vision) of what retirement is.

There are two versions of this keynote available. The Professional Version is designed to educate organizations and advisors. The Client Version is designed to help educate an organization’s client and customer base. The client version is also appropriate for organizations providing employee education regarding retirement.

Based on Mitch’s breakthrough book, Your Clients for Life, this presentation focuses on how advisors can begin to move their practices toward the financial life planning model—where every product and service is tied directly to the life transitions and goals of the client.

Financial Life Planning (FLP) is a discovery process that focuses on who the client is instead of the assets he or she has. By using the FLP model, advisors can demonstrate to clients how every aspect of their lives has an impact on their wealth-building or wealth-protecting process.

During Financial Life Planning, Mitch will discuss the four areas of client discovery that are key to the FLP process:

  • Client history
  • Current and approaching life transitions
  • The importance of making goals tangible
  • The principles that guide clients’ lives and money

There are two versions of this presentation available.The Professional Version is designed for financial services professionals, including advisors and their teams. The Client Version is designed to introduce advisors’ clients to the concept of financial life planning.

Moving from ROI to ROL (Return on Life) is based on Mitch’s Return on Life™ model and addresses the two major dilemmas experienced by many top advisors: (1) differentiation in a “me too” marketplace; and (2) compensation.

The existing value propositions of providing financial planning and asset management are all undergoing rapid commoditization. It is becoming increasingly difficult for advisors to distinguish themselves in a crowded 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™.

In this presentation, Mitch describes the six core values that advisors need to fulfill the ROL Value Proposition:

  • Core Value #1: Organization
  • Core Value #2: Accountability
  • Core Value #3: Objectivity
  • Core Value #4: Proactivity
  • Core Value #5: Education
  • Core Value #6: Partnership

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?
  • What are the keys to building client connectivity that can’t be broken?
  • 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?

In today’s ultra-competitive business environment, it’s not enough for sales professionals to be adept at technical and tactical skills such as getting appointments, making presentations, and closing deals. To really succeed, they must develop and apply their relational skills—also known as emotional intelligence—to help them connect with people, recognize customer wants and needs, and build strong, lasting relationships.

Based on his popular book, Selling with Emotional Intelligence, Mitch shows participants how emotional intelligence relates to sales performance. Participants will learn what emotional intelligence is, and how to apply the concepts to improve their sales success.

Selling with Emotional Intelligence introduces sales professionals to the five essential steps to sales success, known as ARROW™:

  • STEP 1: Awareness: Tuning into your natural strengths and weaknesses.
  • STEP 2: Restraint: Identifying negative emotions that can damage relationships, inflict pain, and cost money.
  • STEP 3: Resilience: Learning to develop an optimistic, persistent nature.
  • STEP 4: Others (Empathy): Discerning feelings and motives; learning to be a better listener and observer.
  • STEP 5: Working with Others (Building Rapport): Communicating; learning to relate to and lead others.


“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.”
—Mitch Anthony, talking aboutStorySelling: How Top Producers Engage Their Clients

Mitch Anthony’s most popular presentation is based on the bestselling book he coauthored with Scott West, StorySelling for Financial Advisors. In this affecting and illuminating talk, Mitch talks about the three aspects of becoming a more intuitive Financial Services 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

StorySelling: How Top Producers Engage Their Clients hits home with any Financial Services Professionals and has consistently received rave reviews.

Areas of expertise

  • Financial Advisory
  • Communication
  • Story Telling
  • Emotional Intelligence
  • The Power of Emotion
  • Building & Maintaining Client Relationships
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