Mitch Anthony

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  Skydiving Without a Parachute: Using Analogies to Reach Clients and Prospects

  By Kirk J. Hulett, MS, Securities America Financial  |  January 31, 2013

  Use analogies, similes, stories and even pictures to communicate complex financial concepts to clients—and prospects.

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  The Word That Scares Away Your Clients

  By Ellen Uzelac  |  July 26, 2012

  Advisors today are all ginned up about risk. Trouble is—they shouldn’t be.

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  Pursuing Simplicity

  By Ellen Uzelac  |  March 26, 2012

  The financial advisor’s job has never been more complex. But in a departure from traditional thinking, business development leaders are urging advisors to do something that seems almost counterintuitive: Keep it simple.

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  401(k) Strategies Even the Lazy Can Love: ASPPA Summit

  By Danielle Andrus, AdvisorOne  |  March 21, 2012

  Workplaces that make employees opt out of retirement plans instead of opting in have 90% participation rates.

• Seven Ways Clients Sabotage Conversations

  By Jane Wollman Rusoff  |  June 28, 2011

  Don’t be a conversation saboteur. That’s a sure way not to connect with clients.

• Making Your Clients Feel Understood

  By Jane Wollman Rusoff  |  June 28, 2011

  Making clients feel understood and comfortable offers great benefits for finanical advisors.

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  Get a Life

  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.

• A Bridge of Understanding

  By Mary Scott  |  October 1, 2008

  Mitch Anthony, an industry leader in relationship skills, has long noted the transformation of the industry from being product-oriented to client-oriented. In his new book,...

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  Think before you speak

  By Danielle Andrus, AdvisorOne  |  July 16, 2008

  Some speakers overestimate their speaking abilities and approach presentations thinking they can improvise a stellar speech. Without proper planning, though, a speech can go awry,...

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  Can you repeat the question?

  By Danielle Andrus, AdvisorOne  |  July 8, 2008

  It's easy to slip up and use industry jargon in client meetings, but remember just because you invite your clients to ask questions doesn't mean...