Mitch Anthony
Author, speaker, and consultant specializing in life-centered financial planning and story-based communication for advisors, known for books including StorySelling for Financial Advisors and Life-Centered Financial Planning.
Best podcasts with Mitch Anthony
Ranked by the Snipd community
11 snips
Oct 8, 2025 • 47min
#99 – What Every Advisor Needs to Know About Storyselling and Life Planning with Mitch Anthony
Mitch Anthony, a renowned author and consultant in life-centered financial planning, dives into the art of storytelling for financial advisors. He emphasizes how emotional engagement trumps data in decision-making. Mitch discusses the importance of uncovering the client’s story first to build trust and connection. He introduces the concept of 'Return on Life,' shifting focus from mere ROI. With practical questions and relatable metaphors, he illustrates how to guide meaningful conversations, ultimately promising clients the best lives they can lead.
5 snips
Sep 25, 2018 • 1h 42min
Ep 091: Increasing The Value Of Advice By Focusing On Life-Centered Planning For Transitions Not Goals with Mitch Anthony
Mitch Anthony discusses the value of financial planning based on life-centered strategies, focusing on transitions not just goals. He emphasizes the importance of asking insightful questions, delivering advice uniquely, and redefining success beyond investment returns. The podcast explores the evolution towards financial life planning, introducing tools for client engagement and shifting focus to meaningful questions. Anthony advocates for prioritizing wisdom over knowledge, defining success through personal calling, impact on others, and embracing life transitions in financial planning.
