March 1, 2021

In Episode #13 of Mindset Mastery, “Hard Times Call for Soft Skills,” best-selling author and long-time leader of the Life Centered Financial Planning movement, Mitch Anthony, talks with Mindset Mastery host Marie Swift about resiliency, positive psychology, and how financial advisors can better connect with and serve their clients.

In a nutshell: Mitch says the characteristics that leaders demonstrate in times of chaos and uncertainty include empathy, deep listening, and a calm, reassuring countenance. Focusing on others allows us to get outside of our own fears and concerns, find and meet needs, and truly be there for people. Feeling the need to have an answer gets in the way of hearing what is being said and felt by the other person. He encourages us to recognize both the uniqueness and the singularity of the moment, as this moment will never repeat itself again. There are dozens of golden nuggets in this important conversation. Take a listen and share this episode with someone who’d benefit.

Mitch Anthony has been creating innovative discovery approaches for the advisor community for more than two decades. He has been credited with creating “Financial Life Planning” (2001), “Return on Life” (2005), and most recently, “Life-Centered Planning” (2017). A prolific author, Mitch’s seminal books include StorySelling for Financial Advisors, The New Retirementality, and Your Clients for Life.

Along with Steve Sanduski, he founded ROLAdvisor , a coaching community that is helping practices transform into Life-Centered Planning firms, and the Retirement Coaching Program, a program that is equipping advisors with the skills to help clients navigate modern retirement. Along with Paul Armson, he launched LifeCenteredPlanners.com, a platform designed to educate and inspire life-centered planners.

Check out the tools, books and resources that Mitch has developed for financial planning practitioners at www.MitchAnthony.com and www.ROLAdvisor.com.