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The EPIC Retirement: Becoming Your Client’s Retirement Coach (2 CECs)

When: January 17, 2019
9:30 - 11:30 a.m.
Where: United States

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Attend virtually through your own computer, OR join a watch party in one of these locations
(choose your option when you register):

Cedar Rapids
Principal Financial Group
200 2nd Ave SE, Cedar Rapids, IA

Sioux Center
Zeutenhorst Financial
1230 S. Main Ave, Sioux Center, IA 

Mitch Anthony will explain how to strengthen relationships with your clients by increasing your value and helping you understand the following principles:

  • Advisors are in the people business.
  • Advisors need to know how people think and respond.
  • Advisors need to understand how each client thinks about money. 

Learn how to bring meaning to your client’s lives and help them reach their goals. Mitch will also help you understand how Return on Life (ROL) is more important than Return on Investment (ROI) for most clients and how speaking their language will help you build stronger connections.


About Our Speaker
Mitch Anthony is the founder and president of Advisor Insights Inc., The Financial Life Planning Institute, ROL and Life-Centered Planners (U.K.). Mitch is recognized around the globe for his pioneering work in life-centered planning.

For two decades, Mitch and his team have provided training to individual advisors and major organizations throughout the world. He is consistently a top-rated presenter and was recognized as one of the most “meaningful speakers” in financial services. Mitch has been named one of the financial services industry’s top “Movers & Shakers.”

Mitch is a sought-after expert for the media, and a regular columnist for Financial Advisor magazine. His columns have appeared on CBS MarketWatch and in the Journal of Financial Planning. His original comic strip “Stanley Brambles, CFG (Certified Financial Guru)” has appeared in Research magazine. Mitch is also host of the daily radio feature, The Daily Dose, heard on over 100 radio stations nationwide. 

National Association of Insurance and Financial Advisors-Iowa

600 State Street
Suite A
Cedar Falls, IA 50613