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The Financial Life Planning Audio Series by Mitch Anthony
Welcome to FLP Dialogues where we bring you more Inspiration for the Financial Life Planner. Simply click on the audio file you desire to listen to in the box below and then click the PLAY button.
To DOWNLOAD the file, scroll down to the title's definition and click the DOWNLOAD button.
Enjoy!
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This text will be replaced by the flash music player.
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The Paradox of Plenty, by Mitch Anthony
Most people will tell you they want affluence but in fact have deep seated fears about what ‘too much’ will do to them and their children. This recording explores the topic of how people are conflicted on money matters.
To DOWNLOAD, click button below and in the new window, click the ARROW on the FAR RIGHTHAND SIDE of the MP3 Player and select SAVE AS SOURCE.
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From Means to Meaning, by Mitch Anthony
Today’s advisor must learn to help clients build the bridge between what they have (their means) and what they really want out of life (their meaning) This is an emerging conversation around money that every financial professional would do well to understand and master..
To DOWNLOAD, click button below and in the new window, click the ARROW on the FAR RIGHTHAND SIDE of the MP3 Player and select SAVE AS SOURCE.
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Understanding the Value of You, by Mitch Anthony
Your role is bigger than helping people improve their ROI. Your role in people’s lives is to act as a financial life guide or coach and to help them get the best life they can with the money they have. Understanding your emerging value proposition is critical to your future success.
To DOWNLOAD, click button below and in the new window, click the ARROW on the FAR RIGHTHAND SIDE of the MP3 Player and select SAVE AS SOURCE.
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World Class Wealthcare, by Mitch Anthony
The Mayo clinic principles of patient engagement are cited here as a model for the emerging financial advisory practice. Financial services professionals would do well to emulate the principles of Competence, Caring and Integrity that has elevated Mayo clinic to it’s status as a superior institution.
To DOWNLOAD, click button below and in the new window, click the ARROW on the FAR RIGHTHAND SIDE of the MP3 Player and select SAVE AS SOURCE.
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Retirement Whiplash, by Mitch Anthony
Many people charge into retirement thinking that a life of no work and all play is going to be just what the doctor ordered- only to be disappointed by their lack of engagement, relevance and challenge in their new life. How a person can avoid this existential pitfall is the topic of this recording.
To DOWNLOAD, click button below and in the new window, click the ARROW on the FAR RIGHTHAND SIDE of the MP3 Player and select SAVE AS SOURCE.
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Spinning Out of Control, by Mitch Anthony
Many people feel like their lives are going by too quickly, that they are out of balance and can’t seem to find the time to do the things that are most important to them. In this piece Mitch explores how we can get in control of our most important asset- our time.
To DOWNLOAD, click button below and in the new window, click the ARROW on the FAR RIGHTHAND SIDE of the MP3 Player and select SAVE AS SOURCE.
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I'm A Numbers Guy, by Mitch Anthony
Some advisors think it is enough to do quantitative work, huddle up with spreadsheets and make financial recommendations. But to survive in this changing industry Advisors must increase their competence in the qualitative arena, and become expert in the human aspects of client discovery and relationship management.
To DOWNLOAD, click button below and in the new window, click the ARROW on the FAR RIGHTHAND SIDE of the MP3 Player and select SAVE AS SOURCE.
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How We Measure Money, by Mitch Anthony
Most people think that money is measured in digits with the number of zeros being most important. In this discussion Mitch talks about how each human being measures their money not by numbers but by stories of how they earned it, the price they paid and the sacrifices they made.
To DOWNLOAD, click button below and in the new window, click the ARROW on the FAR RIGHTHAND SIDE of the MP3 Player and select SAVE AS SOURCE.
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Boomer Interrupted, by Mitch Anthony
Boomers have always been given credit for how they have changed the world but this time around their world is going to change them. Here Mitch discusses the impact of caring for aging parents upon the Boomer generation and we can help clients prepare for the events ahead.
To DOWNLOAD, click button below and in the new window, click the ARROW on the FAR RIGHTHAND SIDE of the MP3 Player and select SAVE AS SOURCE.
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You Can Be an Opti-Mystic, by Mitch Anthony
The world has a shortage of people who understand how to bring out the very best out of the worst of circumstances. Any one who chooses to do so, can blossom as an Opti-Mystic in the lives of their clients by pointing out opportunities that others miss and the how to grow from our experiences.
To DOWNLOAD, click button below and in the new window, click the ARROW on the FAR RIGHTHAND SIDE of the MP3 Player and select SAVE AS SOURCE.
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