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By Jane Wollman Rusoff |
March 1, 2011
“People today don’t want to be sold XYZ product. They want a customized, personalized financial plan for life,” says Mitch Anthony, founder of the Financial Life Planning Institute.
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By Marie Swift |
May 1, 2008
In recent years, one of the most important trends in the financial planning industry has been a growing awareness of the planner's need to stimulate...
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By Marie Swift |
November 1, 2007
As the industry has evolved, financial advisors and registered reps have continued to seek better ways to connect with and attract the right clients. Thought-leaders...
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By Staff Writer |
September 1, 2004
Mitch Anthony, the author and president of the Financial Life Planning Institute, tells a story about a friend of his from Chicago, a "classic high-net-worth...
