2024 Yoda Live Event
Win High Net Worth Clients, Keep Them for Good, and Clone Your Favorite Ones
September 26th and 27th
St. Julien Hotel // Boulder, Colorado
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.). He 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. 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.
Keynote Presentation: The E.P.I.C Retirement
Breaking through the ceiling of retirement planning with his book “The New Retirementality”, learn to step up, broaden client’s capacities, and embrace a new role: Retirement Coach.
- Engagement: If you don’t use your body or your brain, you lose them.
- Purpose: Money can fund purpose, but it cannot create purpose.
- Integration: There needs to be a balance between vacation and vocation.
- Challenge: Physical, intellectual, and spiritual challenges are the hallmarks of those who continue to thrive as they age.