We're super excited to be hosting today's guest, Mitch Anthony, because he's also going to be our keynote speaker at #XYPN17 this year! Mitch is a communication guru and longtime advisor of financial advisors - and he's got a great system for getting to the root of clients' needs.
In this interview, Mitch shares how he stumbled into the financial planning industry and how he applies storytelling principles to working with advisors and clients alike. He also details the importance of understanding a client's history, transitions, principles, and goals (though he prefers the term possibilities).
You can find show notes and more information by clicking here: www.xyplanningnetwork.com/104
Behind The Advisor