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In this Study Group, Mitch Anthony shares his practice of Discovery from the Inside Out, focusing on the big picture of a client's story to reveal the full context of the client's life before moving on to the numbers. His fresh approach re-frames the traditional question of "Do I have enough money?" to change perspective from ROI to Return on Life.
Mitch Anthony is the Founder and President of Advisor Insights Inc. (the parent company of MitchAnthony.com, The Financial Life Planning Institute, PracticeTools.net, NewRetirementality.com, and Insights Press). For more than a decade, Mitch has consulted with many of the most-recognizable names in the financial services industry on both financial life planning and relationship development.