Mitch Anthony teaches four factors in “The New Retirementality Conversation.” Mitch shares key questions for each factor, along with research about retirement trends. Discover new ways to help your clients understand the retirement reality that, “There needs to be enough purpose to wake up in the morning and enough money to sleep at night.”
Mitch Anthony has been creating innovative discovery approaches for the advisor community for the past two decades. He is known for having created “Financial Life Planning” (2001), “Return on Life” (2005), and most recently, “Life-Centered Planning” (2017). A prolific author, Mitch’s seminal books include StorySelling for Financial Advisors, The New Retirementality, and Your Clients for Life. Mitch and Steve Sanduski co-founded ROLAdvisor, a coaching community that is helping practices transform into Life-Centered Planning firms, and the Retirement Coaching Program, a program that equips advisors with the skills to help clients navigate modern retirement.