Mitch Anthony
Using the Financial Contentment Cards: A How To Video from Mitch Anthony
Tools and Resources: Client Tool
May 2015
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This brief video equips you to use the financial contentment card exercise (featuring the five uses of money: Giving, Lifestyle, Debt, Taxes, and Saving) with your clients in a way that will lead to meaningful interactions about the topic of contentment and change-oriented financial decision making.
About the Speaker
Mitch Anthony
Advisor Insights Inc.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.
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