Mitch Anthony

• Looking Out for Number Two

  By Joni Youngwirth  |  July 1, 2008

  Maybe some of us are just lucky and end up in the right career. I know I've been passionate about my career over the last...

• Ask me no questions ...

  By Staff Writer  |  June 24, 2008

  According to authors Scott West and Mitch Anthony, closing a sale is dependent on the discovery process -- advisors who ask the wrong questions, get...

• Curiosity only kills cats

  By Staff Writer  |  May 28, 2008

  Mitch Anthony and Scott West extol the power of curiosity for advisors in their book, "Your Client's Story." A healthy curiosity helps build relationships with...

• Building client relationships

  By Staff Writer  |  May 28, 2008

  Building meaningful relationships with clients secures their future business, according to authors Mitch Anthony and Scott West. In their book, "Your Client's Story," they discuss...

• Time is money

  By Staff Writer  |  May 28, 2008

  Mitch Anthony in their book, "Your Client's Story." One way to do that is to develop more efficient habits that facilitate better client conversations. The authors...

• Keeping up with clients

  By Staff Writer  |  May 28, 2008

  According to Mitch Anthony and Scott West, in their book, "Your Client's Story," there are three questions an advisor needs to ask to discover a...

• A New Consultative Model

  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...

• Moving from the Boiler Room ... to the Living Room

  By Mitch Anthony  |  June 1, 2007

  A recent Research magazine cover ("Fee-Based Business," February 2007) displayed a numerical reality check for the financial advice profession regarding the migration toward fee-based practices....

• Draw Up a Plan

  By Joni Youngwirth  |  September 1, 2005

  Marc, at age 59, merged his successful financial planning practice with that of a 40-year-old planner who was affiliated with the same broker/dealer. Marc now...

• The Gurus Speak

  By Staff Writer  |  August 1, 2005

  What's the biggest challenge for independent financial advisors? Is it staying compliant, finding and motivating employees, smartly using technology, or transitioning a practice? While all...