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Mitch Anthony

Founder & President of Advisor Insights Inc., Financial Life Planning Pioneer, Author

Mitch Anthony
Travels From Travels From:
Minnesota, USA
Speaking Fee Speaking Fee:
Live Event: $5,000 - $10,000
Virtual Event: Please Contact
More Fee Info
Categories Categories:
Categories Categories:
Business, Business Coaching, Business Leadership, Finance, Inspirational, Marketing, Motivational, Sales
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Mitch Anthony Biography

Mitch Anthony is the founder and president of Advisor Insights Inc. For more than two decades, Mitch and his team have been at the forefront of financial life planning, providing training and development for both individual advisors and major organizations. He consults worldwide on financial life planning and relationship development and has partnered with esteemed institutions such as Texas Tech University, the University of Georgia, and Utah Valley University to develop programs in this field.

Mitch is a contributing editor for Research magazine and his column “Financial Life Planning” appears in Financial Advisor magazine. He was named one of the financial service industry’s top “2006 Movers & Shakers” by Financial Planning magazine. His daily radio feature, The Daily Dose, reaches audiences on over 100 radio stations nationwide. Additionally, Mitch is a regular columnist for Financial Advisor magazine and has been featured in CBS MarketWatch and the Journal of Financial Planning.

Mitch is the author of several influential books, including "StorySelling for Financial Advisors," "The New Retirementality," "Your Clients for Life," "Selling with Emotional Intelligence," "Making the Client Connection," "The Financial Professional’s StoryBook," "Your Client’s Connection," and "The Daily Dose." His body of work also includes a comic strip, "Stanley Brambles, CFG (Certified Financial Guru)," which appears in Research magazine. Among his notable keynote presentations are "The Changing Face of Retirement," "Financial Life Planning," "Moving from ROI to ROL," "Your Client's Story," "The Best Response in the Worst of Times," "The Intuitive Advisor," and "What is Your Fiscalosophy?" These talks challenge traditional views on retirement and emphasize the importance of understanding clients’ life transitions and goals.

Mitch Anthony's role extends beyond writing and speaking; he has been a guiding figure in creating innovative discovery approaches for the advisor community, credited with founding "Financial Life Planning" in 2001, "Return on Life" in 2005, and "Life-Centered Planning" in 2017. He co-founded ROLAdvisor with Steve Sanduski and also launched LifeCenteredPlanners with Paul Armson, initiatives that aim to transform practices into life-centered planning firms and educate financial professionals on fostering deeper client relationships.

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Speaker profile last updated by AAE Talent Team on 09/23/2024.

Mitch Anthony Books

  • Defining Conversations
    Defining Conversations
  • Your Client's Story
    Your Client's Story
  • The Bean is not Green
    The Bean is not Green
  • The Cash in the Hat
    The Cash in the Hat
  • From the Boiler Room to the Living Room: The Financial Services Revolution and What it Means to You and Your Clients
    From the Boiler Room to the Living Room: The Financial Services Revolution and What it Means to You and Your Clients
  • The New Retirementality: Planning Your Life and Living Your Dreams....at Any Age You Want
    The New Retirementality: Planning Your Life and Living Your Dreams....at Any Age You Want

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  • What are the speaker fees for Mitch Anthony

    Speaking fees for Mitch Anthony, or any other speakers and celebrities, are determined based on a number of factors and may change without notice. The estimated fees to book Mitch Anthony are for live events and for virtual events. For the most current speaking fee to hire Mitch Anthony, click the Check Availability button above and complete the form on this page, or call our office at 1.800.698.2536 to speak directly with an experienced booking agent.

  • What topics does Mitch Anthony speak about?

    Mitch Anthony is a keynote speaker and industry expert whose speaking topics include Business, Business Coaching, Business Leadership, Finance, Inspirational, Marketing, Motivational, Sales.

  • Where does Mitch Anthony travel from?

    Mitch Anthony generally travels from Minnesota, USA, but can be booked for private corporate events, personal appearances, keynote speeches, or other performances. For more details, please contact an AAE Booking agent.

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    AAE Speakers Bureau has successfully booked keynote speakers like Mitch Anthony for clients worldwide since 2002. As a full-service speaker booking agency, we have access to virtually any speaker or celebrity in the world. Our agents are happy and able to submit an offer to the speaker or celebrity of your choice, letting you benefit from our reputation and long-standing relationships in the industry. Please click the Check Availability button above and complete the form on this page including the details of your event, or call our office at 1.800.698.2536, and one of our agents will assist you to book Mitch Anthony for your next private or corporate function.

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Mitch Anthony is a keynote speaker and industry expert who speaks on a wide range of topics . The estimated speaking fee range to book Mitch Anthony for your event is $5,000 - $10,000. Mitch Anthony generally travels from MN, USA and can be booked for (private) corporate events, personal appearances, keynote speeches, or other performances. Similar motivational celebrity speakers are Robert Cialdini, Matt Oechsli, Tony Alessandra, Robert Kriegel and Mark C. Thompson. Contact All American Speakers for ratings, reviews, videos and information on scheduling Mitch Anthony for an upcoming live or virtual event.

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