About Mitch Anthony

Mitch Anthony is the Founder and President of newretirementality.com as well as mitchanthony.com, whose companies include Advisor Insights, Inc., The Financial Life Planning Institute, and practicetools.net. The organization, a training and communications firm that advises the financial services and insurance industries, as well as their clients (i.e., consumers) is the industry leader in relational skills development. Mitch also writes and hosts the syndicated radio feature, The Daily Dose, heard on approximately 100 stations nationwide (see attached list). A living example of the New Retirementality, Mitch has no plans to ever retire.

A recognized leader, author, and popular keynote speaker and trainer, Mitch speaks approximately 100 times a year. He has developed numerous training programs around the concepts that are discussed in The New Retirementality and has licensed his programs to hundreds of clients including Van Kampen Investments, Wachovia, Royal Bank of Canada, Vanguard, and Merrill Lynch. Mitch has crossed the continent spreading the word to both financial advisors and their clients, and every event results in audience members sharing epiphanies they have gained after reading his book.

Mitch has been quoted in publications such as the Wall Street Journal, Kiplinger’s Personal Finance, and themotleyfool.com as an expert on the changing face of retirement. Mitch is a contributing editor for Research magazine; his column “Financial Life Planning” appears in Financial Advisor magazine every other month. He has been named one of the financial service industry’s top “2006 Movers & Shakers” by Financial Planning magazine, and is the author of the financial services bestseller, StorySelling for Financial Advisors (2003), as well as Your Client’s Story (with Scott West/2005), The Financial Professional’s StoryBook (with Scott West and David Saylor/2003), Making the Client Connection (with Gary DeMoss/2004), Selling with Emotional Intelligence (2003), Your Clients for Life, and The Daily Dose.