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"You were the best, most relevant speaker I've heard in the last decade. Thank you for your work" FPA Minnesota Conference Attendee "I heard you speak at the FPA Georgia conference and was truly captivated by your ideas on helping clients articulate their own "fiscalosophy." Knowing this information about our clients is essential, especially in these economic times" FPA Georgia Conference Attendee "Thanks for all you do to make our work so meaningful." Advisor, Illinois "Your guidance, wisdom, and thoughtfulness help me better help my clients." Advisor, Washington "Saw you present at the LPL Conference in Chicago and loved it! Thanks very much, and for an insightful newsletter" Advisor, Michigan
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DOWNLOAD CASH IN THE HAT BOOK ORDER FORM For quantity discounts, rush delivery, and all orders outside the U.S. and Canada, call 507-292-0020. |
This Month's Featured Book by Mitch Anthony
The financial services industry is on the brink of transformation, as financial professionals face a growing demand to take a more client-centered approach. Consumers are looking for more comprehensive guidance on how financial issues fit into a whole life plan. Seeking full lives, not merely financial accumulation, investors are proactively soliciting professional help in funding a lifestyle with satisfaction at its core. In Your Clients for Life, Mitch Anthony shows financial professionals how to get started in this new and holistic approach to financial planning. By embracing this new paradigm, advisors will learn how to:
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• Making the Client Connection • The Financial Professional's StoryBook • StorySelling for Financial Advisors • Selling With Emotional Intelligence • From the Boiler Room to the Living Room • How to Build Your Financial Advisory Business and Sell it at a Profit  • Moving from Me to We (4 CD set) • The Intuitive Advisor (single) • The New Retirementality® (CD) • The New Retirementality® (4 CD set) • Selling With Emotional Intelligence 
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