Mitch Anthony

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.