Mitch Anthony
Using the Financial Contentment Cards: A How To Video from Mitch Anthony
Tools and Resources: Client Tool
May 2015
Description Log in to mark as a favorite
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 is the founder and president of Advisor Insights Inc., The Financial Life Planning Institute, ROL Advisor, and Life-Centered Planners (U.K.) Mitch is recognized around the globe for his pioneering work in life-centered planning and is a consistently top-rated presenter. He has also been named one of the financial services industry’s top “Movers & Shakers.” Mitch is the author of many groundbreaking books for advisors and consumers, including perennial bestseller Storyselling for Financial Advisors, The New Retirementality, and Life-Centered Financial Planning (2020).
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