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Mitch Anthony to Present “Becoming a Better Biographer of Your Clients” at the ESI Business Development Conference

By July 3, 2023July 5th, 2023No Comments

Have you registered for the Business Development Conference yet? In addition to training, sales, and practice management opportunities, you’ll hear from world class speakers, like Mitch Anthony.


Mitch Anthony is the founder and president of Advisor Insights Inc., The Financial Life Planning Institute, ROL Advisor, and Life-Centered Planners (U.K.), and is recognized around the globe for his pioneering work in life-centered planning.

For two decades, Mitch and his team have provided training to individual advisors and major organizations throughout the world.

Mitch is a consistently top-rated presenter who has been named “one of the most meaningful speakers in financial services today” and hailed as one of the industry’s top “Movers & Shakers” for his pioneering work.

Mitch is a sought-after expert for the media and a regular columnist for Financial Advisor magazine. His columns have appeared on CBS MarketWatch and in the Journal of Financial Planning. Mitch is also host of the daily radio feature, “The Daily Dose,” heard on over 100 radio stations nationwide.

Mitch is the author of many groundbreaking books for advisors and consumers, including perennial bestseller StorySelling for Financial Advisors, cited by Financial Advisor magazine as the number one “must-read” book for financial professionals. In addition to The New Retirementality (now in its 5th edition) and Your Clients for Life, Mitch is the author of many groundbreaking books for advisors and consumers, including Defining Conversations, The Financial Professional’s StoryBook, Your Client’s Story (now in its 2nd edition), Selling with Emotional Intelligence, The Financial Lit-Kit (The Cash in the Hat, The Bean is not Green, and Where did the Money Go?), and Life-Centered Financial Planning.

Mitch Anthony will be speaking at the ESI Business Development Conference. For more information, including registration:

ESI Business Development Conference
August 27-29, 2023

Register Now
Learn More

Questions? Please contact ESIBusinessDevelopment@NationalLife.com.

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