EP10 - Why story-telling and story-gathering is crucial for financial advisors with Mitch Anthony

Chris sits down with Mitch Anthony, creator of innovative discovery approaches for the advisor community for more than two decades. Mitch has been credited with creating “Financial Life Planning” (2001), “Return on Life” (2005), and most recently, “Life-Centered Planning” (2017). A prolific author, Mitch’s seminal books include StorySelling for Financial Advisors, The New Retirementality, and Your Clients for Life.

He founded ROLAdvisor, a coaching community that helps financial advisory practices transform into Life-Centered Planning firms, and the Retirement Coaching Program, a program that equips advisors with the skills to help clients navigate modern retirement.

Together, Mitch and Chris dig into:

📝 Why stories are a powerful instrument when engaging clients and the importance of story-gathering over story-telling

📝 The importance of Return On Life over Return on Investment

📝 The questions that all advisors should be asking their clients

📝 The power of curiosity in creating strong relationships

As ever, Chris opens up his rapid round of questions, where Mitch shares what loves most about his job, his most memorable moment with a client, and what he wants to be remembered for.

Join Chris Reynolds and Mitch Anthony in turning the page on building a better business.

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