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Home » Speaker by Topic » Retirement Planning

  
MITCH ANTHONY
MITCH ANTHONY

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AUTHOR OF:
StorySelling for Financial Advisors
Your Clients for Life
Your Client's Story: Know Your Clients and the Rest Will Follow
The New Retirementality
Selling with Emotional Intelligence
The Financial Professional's Storybook
• The Daily Dose 240 Stories that Motivate and Inspire
Making the Client Connection


Mitch Anthony is the industry leader in relational skills development. No matter what stage of growth your practice is at, whether you're just starting out or a seasoned veteran, he has developed a program that will help add quality and depth to your practice.

Mitch is a recognized leader, author and popular keynote speaker in the financial services industry. His messages, whether in book, speech, or workshop are about putting the client first and making true client connections.

Mitch's column, Financial Life Planning, appears bi-monthly in the Journal of Financial Planning. His work has been featured on CNN, ABC Evening News with Peter Jennings, Bloomberg, and CBS Marketwatch, and in publications across the country including Kiplingers Magazine, Research, Ticker, Registered Representative, Brokers World, Investment Advisor and Selling Power. Mitch also has a radio program, The Daily Dose, which is heard daily on 160 radio stations nationwide.


TOPICS:
• The Intuitive Advisor
• The New Retirementality
• Financial Life Planning
• Moving From Me to We
• Telling the Financial Story
• Selling with Emotional Intelligence
• Financial Life Planning

CLIENT QUOTES:
The pearls of wisdom you shared during your presentation today were enlightening and caused me to want more. You are a star!
-- Jim McCarty, author, speaker, official spokesman for American Express Financial

"Michael not only delivers a powerful message, but does it in a very entertaining and enjoyable fashion. He has had a huge impact on our organization."
-- Edwin Pittock, President - Society of Certified Senior Advisors

"My teammates and I had a big presentation to make with a lot of business at stake. We hired Michael for a one-day coaching session. We not only won the business, but received rave reviews from the company on our presentation. We are getting about one referral a week averaging about $million each. We couldn't have done it without Michael!"
-- Betsy Puterbaugh, Merrill Lynch

Year after year our Georgia Insurance EXPO looks forward to Michael's seminars. Attendees call and ask, 'Is Michael doing a session?' He makes the audience feel like he enjoyed being with us and gives it his all. I can't imagine EXPO without Michael.
-- Diane Woods, Vice President, Operations, Athens Insurance Agency, Inc. and Image Innovations, Athens, GA.

During my years at Met, I've attended many seminars and can say with certainty that yours was the most practical and user-friendly. Everything covered during the seminar seems beneficial and I will definitely recommend Psychological Persuasion to my team here in Houston. Most speakers spend half to most of their presentation selling their product or future services. You dedicated your entire seminar to hands-on exercises and real-life practices; an approach that proved to much more valuable. Many thanks again on bringing life and value to the Chicago forum.
Scott Francis, Managing Director, MetLife Financial Services, Houston, Texas


PARTIAL CLIENT LIST:
Allstate
Banc One
Bank of America
Chase Investment
Citicorp
Edward Jones
HD Vest
Merrill L ynch
Morgan Stanley Dean Witter
Paine Webber
Prudential
Salomon Smith Barney
Schwab
State Farm
SunAmerica

TOPIC DESCRIPTIONS:
Magnetic Marketing
We hear other people reference this, but we are the go-to people to actually create the Magnetic Marketing programs, in addition to teaching advisors how to do it. Because we actually write and design them, we know this concept far better than anyone else. So, we're the logical people to speak on it, too. After all, when I speak on Magnetic Marketing, I can show actual examples of programs.

Face Values
It covers the traditional personality type material - PLUS it teaches the audience how to recognize each Type merely by reading simple lines on the other person's face. When sales people use this, they easily double their business.

Investor Psychology
Since Im a Master Practitioner of NLP, as well as a Clinical Hypnotherapist, I work with investor psychology on a daily basis. I teach advisors how to read their specific clients. This is the real way to understand their specific target markets.

The Golf Connection
How the mental game of golf is directly related to the mental game of your business

TRAVELS FROM: Minnesota

FEE CATEGORY: C ($10.5 to 15k)

     

 
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Robert Cialdini - His book, Influence: Science and Practice, has sold more than 1 million copies and been published in 20 languages.

Dr. Bill Conerly - The consultant who connects the dots between the economy and business decisions.

Yossi Ghinsberg - Motivational speaker and author of Heart of the Amazon.

John Huggard - Author of Investing With Variable Annuities.

Robert Krumroy - The creator and CEO of E-Relationship, the patented financial industry connection tool for clients and prospects.

 

 

 

New Books, New Topics

Joe Calloway - New book entitled Work Like You're Showing Off.

Steve Gresham - New book entitled Advisor for Life

Ron Carson & Steve Sanduski. Co-author's of recently released book, Avalanche.

Barry Asmus. Author of Bulls Don't Blush, Bears Don't Die.Jeff Thredgold. The author of econAmerica: Why the American Economy is Alive and Well.

Azim Jamal - Author of The Power of Giving. Presentation topic: Unleash Your Potential the Corporate Sufi Way.

Stan Hustad - Author of You Make the Difference. Presentation topic: Marketing YOU and Yourself.

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Dennis Haber - Presentation topic: Understanding the Power of Reverse Mortgages.

 


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