The Financial Life Planning Institute
  PracticeTools.net
  Coaching
  Custom Programs
 

“As I mentioned to you at the conference, we had a life planning conversation with a new referral prospect. After hearing from them initially on the telephone, we learned they had a 23 year relationship with the same broker who was in the same office, in the same town. They also had a 23 year relationship with a mutual fund company. I was concerned these were relationships that were stable and unable to change.

They were very interested in having a financial plan done for their retirement. After spending the first hour talking about life planning issues and different questions that had nothing to do with investments, we moved into other areas and had a nice meeting. In conclusion, they decided they wanted to move all of their monies to us.

They told us, "We have never had a meeting like this nor have we been asked these kinds of questions". They were very impressed with us and felt comfortable moving all of their monies. We asked them why. It turned out they wanted somebody to know them and understand them as people…

They had no idea at all about our investment discipline or process. They just trusted us.  

Keep up your good work.

Advisor, Colorado
 
 

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MitchAnthony.com 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–Mitch Anthony has developed a program that will help add quality and depth to your practice.


The Financial Life Planning Institute

The Financial Life Planning Institute is an organization focused on educating, training and developing tools for financial advisors in a discovery process called Financial Life Planning™.  

The Institute is focused on developing services and tools that help advisors implement the financial life planning process in their business. This means not just asking the right questions but being able to engage the client in meaningful conversations about important life events, situations, and goals. We call these financial life dialogues; dialogues that are central to the development of our planning tools and training programs.

To learn more about The Financial Life Planning Institute, click here.
(If you're already a member, click here. )



PracticeTools.net

PracticeTools.net is the home of The Business Practice Checkup™, a program that begins with the end in mind: building a prime practice and operating at the peak of your game.

The Checkup was developed to provide financial advisors with a gauge to measure the overall health of their practice and to identify growth opportunities. This tool carefully takes a holistic approach to this process, recognizing core best practices, yet understanding that each person has a unique mission in our business.   

To learn more about PracticeTools.net and The Business Practice Checkup , click here.

Coaching

The Financial Life Planning (FLP) Coaching Program will introduce you to the four foundations of the life planning process– the cornerstone conversations that keep your client’s life at the heart of your business:

  • Your client’s life history
  • Principles
  • Transitions
  • Goals

Your FLP Coach is your personal resource to help you discover how to:

  • Integrate Financial Life Planning into your practice
  • Have life-centered dialogues that develop trust
  • Help your clients align their money with their deeply held principles
  • Help clients clarify their goals and begin planning for those goals
  • Have simple conversations that make a profound difference

Your professional development coach will help you expand your capacity to build stronger client relationships for life. You can expect to increase effectiveness, enjoyment, and performance capabilities. Discover the strengths that assure your ongoing success and greater contribution to your clients’ Financial Life Planning.

Custom Programs

For more information, contact phyllis@mitchanthony.com.
Any of our programs and materials can be licensed or customized to meet your unique needs. To learn more, click here. 

 


 
     
 
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