Episode 217 - Build a Bridge Between Means and Meaning for Your Clients — With Mitch Anthony
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:
Tune in now to learn about Mitch Anthony’s groundbreaking approaches to client discovery!
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