Between Now and Success

The Advisor Who Gets the Most Client Stories…Wins with Mitch Anthony


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Historically, the financial advisory business has been about a story of numbers. Today, it’s about a number of stories, say Mitch Anthony.

Of course, good advisors always knew that viewing our industry as a matter of number-crunching was just a fairy tale. And today, revolutions in technology and an aggressive marketplace have made that fairy tale ancient history.

Instead, pioneers in life-centered financial planning, like noted author and speaker Mitch Anthony, want to refocus our industry on a different story: the client’s.

How? By having better conversations that take place where money and life intersect.

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Between Now and SuccessBy Steve Sanduski

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