Mitch Anthony is the founder and president of Advisor Insights Inc. and The Financial Life Planning Institute, which are training companies serving advisors and scores of financial services companies.
Mitch is a contributing editor for Research magazine and his column “Financial Life Planning” appears in Financial Advisor magazine. He has been named one of the financial service industry’s top “2006 Movers & Shakers” by Financial Planning magazine. His radio feature, The Daily Dose, is heard daily on 200 radio stations nationwide.
Mitch is the author of several books for advisors, including StorySelling for Financial Advisors, The New Retirementality, Your Clients for Life, Selling with Emotional Intelligence, Making the Client Connection, The Financial Professional’s StoryBook, and Your Client’s Story.
Al joined the team in 2005 as a Business Practice consultant and coach. He will also be in charge of proactive research and development. He is the creator of “The Practice Management Assessment” tool and materials and has authored numerous articles in professional publications on practice management. Al combined his Liberal Arts studies with 10 years of management experience with McDonald’s Corporation to enter the financial services world 22 years ago. Since then, Al has evolved from an MDRT-level sales rep into a full-time consultant specializing in helping others engineer their business practices to the next level.