Get a Life
“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.
The Future of Planning
In recent years, one of the most important trends in the financial planning industry has been a growing awareness of the planner's need to stimulate...
A New Consultative Model
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...
The Right Questions
Mitch Anthony, the author and president of the Financial Life Planning Institute, tells a story about a friend of his from Chicago, a "classic high-net-worth...