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Mitch Anthony

12 Podcast Episodes

Latest 5 Jun 2021 | Updated Daily

Weekly hand curated podcast episodes for learning

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Episode #13: “Hard Times Call for Soft Skills” with Mitch Anthony

Mindset Mastery Podcast by NAPFA

In Episode #13 of Mindset Mastery, “Hard Times Call for Soft Skills,” best-selling author and long-time leader of the Life Centered Financial Planning movement, Mitch Anthony, talks with Mindset Mastery host Marie Swift about resiliency, positive psychology, and how financial advisors can better connect with and serve their clients. In a nutshell: Mitch says the characteristics that leaders demonstrate in times of chaos and uncertainty include empathy, deep listening, and a calm, reassuring countenance. Focusing on others allows us to get outside of our own fears and concerns, find and meet needs, and truly be there for people. Feeling the need to have an answer gets in the way of hearing what is being said and felt by the other person. He encourages us to recognize both the uniqueness and the singularity of the moment, as this moment will never repeat itself again. There are dozens of golden nuggets in this important conversation. Take a listen and share this episode with someone who’d benefit. Check out the tools, books and resources that Mitch has developed for financial planning practitioners at www.MitchAnthony.com and www.ROLAdvisor.com. Brought to you by NAPFA - the National Association of Personal Financial Advisors - the country’s leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org


1 Mar 2021

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Episode 119 | Mitch Anthony - President of Mad Creative Solutions


Mitch Anthony is a serial entrepreneur who’s been an illustrator, designer, web developer, design director, and creative director. He's worked with massive clients from reality TV to Ultra Music Festival to the Super Bowl! Mitch's Instagram - https://www.instagram.com/realmitchanthony/ Mitch's LinkedIn - https://www.linkedin.com/in/mitchanthonyceo Mitch's Facebook - https://www.facebook.com/madcreativellc Mitch's Twitter - https://twitter.com/mad_enterprises Mitch's Website - http://madenterprises.com/ Thanks for listening! Leave us a 5-star review on Apple Podcasts and let us know what you thought of this episode! Brady Morgan's Instagram - https://www.instagram.com/bradymorgan_/ Entrepreneurism's Facebook - https://www.facebook.com/entrepreneurismpodcast Entrepreneurism's Website - https://www.entrepreneurism.show/ Book your virtual assistant demo call - www.vastaffing.agency


16 Nov 2020

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Are you managing your money to enhance your life? (Feat. Mitch Anthony)

Financial Aspects - Financial planning in a dynamic world (Paul Saad/Collabria Capital)

"Money should be a tool not an end". Mitch Anthony, author, radio host....talks with Paul about the concept of Return on Life.


9 Jun 2020

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Episode 217 – Build a Bridge Between Means and Meaning for Your Clients — With Mitch Anthony

Top Advisor Marketing Podcast

Named as one of the top “Movers & Shakers” in the financial services industry, Mitch Anthony has been creating innovative discovery approaches for advisors for over twenty years.In this episode, Matt speaks with Mitch Anthony, the founder and president of Advisor Insights Inc and co-founder of ROL Advisor. Together, they discuss the power of using storyselling to guide your clients into a decision-making mindset, the value of practicing life-centered planning™, and why it’s the advisor’s job to build the bridge between clients’ means and meaning.In this episode, you will learn:About Mitch’s “accidental tourist” introduction into financial servicesWhy it’s problematic to view money as being more than just a utilityThe importance between having a monologue and dialogue with your prospectsHow Mitch helps advisors with the emotional aspect of transitioning from money-centered planning to life-centered planningAnd more!Tune in now to learn about Mitch Anthony’s groundbreaking approaches to client discovery!Resources:Top Advisor Marketing | Mitch Anthony | Life Centered Planners | ROL Advisor | ROL Advisor’s Email | Books by Mitch Anthony | Mitch Anthony's LinkedIn | Steve Sanduski's LinkedInBrought to you by: Iris.xyz


11 Feb 2020

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088: The Philosophical Questions Behind Retirement with Mitch Anthony

Retire With Purpose - The Retirement Podcast

Sometimes a client comes into our office and thinks the way that we plan for retirement is kind of strange. Before we get into the weeds, I often want to talk about what money was like for them growing up, as well as what retirement really means to them. These clients ask, “When are we going to get to tax strategies? When are we going to get to income strategies?” We discuss all of those things, of course, but much of the philosophy behind how I help clients plan for retirement comes from the teachings of Mitch Anthony. I’ve been inspired by Mitch since I was in high school. Mitch is the author of many books, including The New Retirementality: Planning Your Life and Living Your Dreams at Any Age You Want. I’ve been following his work for decades, gifted his books dozens of times, and I’m honored to have a chance to interview him. Mitch joins the podcast today to discuss how he helps his clients find purpose in life as they plan for retirement, how changing attitudes toward aging has affected people in mindset, health, and longevity, and how to find a sustainable balance between vocation and vacation - no matter what stage of life you’re in. Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to info@howardbailey.com. Show Notes: RetireWithPurpose.com/88 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading Disclosure:  Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency. 


28 Oct 2019

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Exploring your "Retirementality" with special guest Mitch Anthony

The Money and Meaning Show

What is your Retirementality? In today’s episode of Money & Meaning, Jeff and Mike welcome special guest Mitch Anthony, a pioneer in the financial life planning movement and author of The New Retirementality. Join us as Mitch shares his perspectives on the true definition of work, and how rethinking the “artificial finish line” of retirement can transform your life—no matter what your age today.


15 Feb 2019

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Ep 091: Increasing The Value Of Advice By Focusing On Life-Centered Planning For Transitions Not Goals with Mitch Anthony

Financial Advisor Success

My guest today trains and coaches financial advisors on how to ask the right questions in order to have better conversations with clients. Mitch Anthony is the co-founder of ROLAdvisor, a coaching community that helps practices transform into Life-Centered Planning firms. With his truly unique gift for finding the right words for effective client conversations, Mitch describes the value of financial planning itself based on six principles that all advisors should take into account. In this episode, we talk about the real value that financial advisors provide, as well as the best way to communicate this to clients and prospects. Listen in to hear Mitch’s advice for effective client conversations, the problem with the traditional focus of benchmarking an advisor’s return on investments, and why he is more focused on providing what he calls a “return on life.” For show notes and more visit: https://www.kitces.com/91

1hr 42mins

25 Sep 2018

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Ep #104: Focusing on Return On Life Instead of ROI - An Interview with Mitch Anthony

XYPN Radio

We're super excited to be hosting today's guest, Mitch Anthony, because he's also going to be our keynote speaker at #XYPN17 this year! Mitch is a communication guru and longtime advisor of financial advisors - and he's got a great system for getting to the root of clients' needs.  In this interview, Mitch shares how he stumbled into the financial planning industry and how he applies storytelling principles to working with advisors and clients alike. He also details the importance of understanding a client's history, transitions, principles, and goals (though he prefers the term possibilities). You can find show notes and more information by clicking here: www.xyplanningnetwork.com/104

1hr 1min

14 Jun 2017

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Foundations of a Purpose-Filled Retirement with Mitch Anthony - Aired 4-16-16

Mind Body Spirit Living Podcast

Foundations of a Purpose-Filled Retirement with Mitch Anthony – 4-16-16 | Mind Body Spirit Living We often become so immersed in the pace of our daily lives, that we don’t take the time to pause and reflect on what will fill our days with passion and purpose when we transition out of the world of “work.”  Have you considered what will inspire you in your 50’s, 60’s and even 70’s?  The foundations of a purpose-filled retirement can and should be considered now, to have the time to build your vision of that vibrant phase of life.  Join us this week as we speak with a leading industry expert, whose message will inspire you to see your retirement in a new way. Mitch Anthony is the founder and president of Advisor Insights and the Financial Life Planning Institute, the leading provider of financial life planning tools and programs for the financial services industry. For almost two decades, Mitch and his team have provided training and development for both individual advisors and major organizations throughout the world. Mitch personally consults with many of the largest and most-recognizable names in the financial services industry on both financial life planning and relationship development. Mitch is a consistently top-rated presenter who has spoken to groups ranging from 10 to more than 10,000. He has been named one of the financial services industry’s top “Movers & Shakers” for his pioneering work. Through the Institute, he has partnered with Texas Tech University, the University of Georgia, and Utah Valley University to develop financial life planning programs for their undergraduate programs. Mitch is a sought-after expert for the media, and a regular columnist for Financial Advisor magazine. His columns have appeared on CBS MarketWatch and in the Journal of Financial Planning. His original comic strip “Stanley Brambles, CFG (Certified Financial Guru)” appears monthly in the print edition of Research magazine. Mitch is also host of the daily radio feature, The Daily Dose, heard on over 100 radio stations nationwide. Mitch is also the author of many groundbreaking books for advisors and consumers, including perennial bestseller StorySelling for Financial Advisors, cited by Financial Advisor magazine as the number one “must-read” book for financial professionals. His other books include The New Retirementality (now in its 4th edition), Defining Conversations, From the Boiler Room to the Living Room, The Financial Professional’s StoryBook, Your Clients for Life, Your Client’s Story, Selling with Emotional Intelligence and The Financial Lit Kit (The Cash in the Hat,The Bean is not Green, and Where Did the Money Go?). For more information about Mitch Anthony, please go to http://www.mitchanthony.com/index.htmlhttp://www.mitchanthony.com/index.html


17 Apr 2016

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Mitch Anthony on Retiring Well and Living a Meaningful Life

Between Now and Success

The concept of retirement has changed dramatically over the past couple decades. Has your retirement planning changed with the times? Effective planning starts with understanding a client’s story and what their money is for. Are you asking the right questions? Are you helping your clients find “meaning” and not just “money?” Are you aware of the 67 life transitions that your clients might go through? Do you have planning solutions for each of those 67? Are you familiar with the four deadly fears and how they relate to living a fulfilling life? Mitch Anthony and I discuss these ideas and a few more in this episode of Between Now and Success.


9 Mar 2015