Your Client's Story: Know Your Clients and the Rest Will Follow

Anthony, Mitch: - Mitch Anthony has been educating consumers and professionals about the importance of building lasting relationships and engagingin more meaningful money dialogues for more than twenty years. His efforts in bringing transparency and responsibility to the financial services industry have earned him recognition as one of the industry's top movers and shakers. Mitch is the author of twenty-four books, including The New Retirementality (now in its 5th edition) and Life-Centered Financial Planning (with Paul Armson).