Mitch Anthony | AICPA ENGAGE 2019

Mitch Anthony

President, Advisor Insights Inc.
Rochester, MN

Mitch Anthony is the founder and president of Advisor Insights Inc., The Financial Life Planning Institute, ROL Advisor.com, and Life-Centered Planners (U.K.).

Mitch is recognized around the globe for his pioneering work in life-centered planning.

For two decades, Mitch and his team have provided training to individual advisors and major organizations throughout the world.

Mitch is a consistently top-rated presenter and was recognized as one of the most “meaningful speakers” in financial services. He has been named one of the financial services industry’s top “Movers & Shakers.”

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)” has appeared in Research magazine. Mitch is also host of the daily radio feature, The Daily Dose, heard on over 100 radio stations nationwide.

Mitch is 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?).