With this latest edition of The New Retirementality, readers will quickly discover how to achieve the freedom to pursue their retirement goals?at their own pace, on their own terms?regardless of their age. Most people won't experience the same retirement that their parents did, nor do they necessarily want to. Page by page, top financial planner Mitch Anthony reveals how new opportunities will enable individuals to create tailor-made retirements. He includes new research and studies to back his insights and introduces readers to important concepts such as "wealthcare" and "return on life." Filled with engaging anecdotes and inspirational suggestions, this book will motivate readers to rethink the way they retire.

The New Retirementality: Planning Your Life and Living Your Dreams... at Any Age You Want

Business & Money

Anthony, Mitch

Economics

John Wiley&Sons, Inc.

Author Mitch Anthony has been recognized as the voice of conscience for the financial services industry. For more than a decade, he has shown advisors how building authentic, genuine relationships can serve clients' best interests and build heathly―and financially successful―practices at the same time. 
In From the Boiler Room to the Living Room, Mitch examines where the financial services industry has failed in the past, and what it needs to do to restore trust at both the individual and industry levels. He teaches readers how to better understand the emotional significance of the money that clients entrust to their advisors and the struggles they face as they attempt to get "more life for their money." The book also discusses why venture philosophy, funding single moments, and rethinking one's purpose in life is more important to clients than net worth or asset allocation. Finally, it discusses how to develop dialogues that forge meaningful, long-term client connections―in other words, how to stop selling and start listening.

From the Boiler Room to the Living Room: The Financial Services Revolution and What it Means to You and Your Clients

WAGNER, RICHARD

wiley

Learn what makes a client trust you to be their financial advisor. Put the power of story telling into selling financial products. The authors explain the process of making these intuitive connections, then translate their findings into understandable and practical strategies that any financial professional can use. They present actual stories, including many by Warren Buffet, one of the greatest "storysellers" of all time. These actual stories can help financial pros tap into the "gut reaction" of different types of clients. the book also includes special topics on communicating to women, the 50+ market, and the affluent.

Storyselling for Financial Advisors : How Top Producers Sell

West, Scott

Mitch Anthony

Kaplan Test Prep

Retirement Just Got Turned on Its Head! 
 All you need to do is look around to see that times are changing. The vision of a retirement spent sipping martinis and playing golf can be more of a dead end than a dream. For many of us, retirement may span 30 years or longer and will not be viewed as an isolated economic event but rather a part of ongoing life planning. The "new retirementality" is the ability to achieve the freedom to pursue your own goals, at your own pace, on your own terms, regardless of your age. The New Retirementality will help you paint a detailed portrait of your own perfect future and show you how to achieve it.

The New Retire-Mentality: Planning Your Life and Living Your Dreams . . . at Any Age You Want

Personal Finance

Dearborn Trade Pub

Persuasive presentations are a matter of both substance and style. Gary DeMoss and Mitch Anthony, well-known speakers and communication professionals in the financial services industry, reveal proven strategies for making "can't miss" presentations about products and services. Readers will learn to: *Identify the three crucial aspects of all great presentations and deliver them persuasively. *Help clients uncover areas of dissatisfaction and increase their motivation to make necessary changes. *Get and keep people's attention and ultimately bring them to a point of action. 
A successful presentation "persuades" behavior and helps to close the sale. Using the skills outlined by DeMoss and Anthony, financial advisors can stand confidently in front of a large audience or speak comfortably to an audience of one, knowing that their presentation will hit its mark.

The Financial Professional's Guide to Persuading 1 or 1,000

DeMoss, Gary

New trend in financial planning pays dividends for advisors who can deliver holistic life guidance. 
 Helping clients use their money to make a life rather than using their lives to make money is the new paradigm for financial planners. Your Clients for Life is the definitive "how to" book on the revolutionary and lucrative trend of "Financial Life Planning". 
 "Financial Life Planning" is an innovative, lifestyle centered approach that helps clients clarify goals in all areas of their lives and design a financial strategy to support them. The payoff for advisors is a more lucrative practice built on lifetime client relationships. In Your Clients for Life, financial industry experts Mitch Anthony (with contributions from Barry LaValley and Carol Anderson) supplies the guidance and strategies advisors need to serve clients in this more holistic manner.

Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Planner

Kaplan Business

Anthony is president of a training and communications consulting firm specializing in the financial services and insurance industries. He presents sales professionals with a training approach he developed in the mid-1990s, based on the principles of emotional intelligence. The text discusses the five steps of Anthony's ARROW Program awareness, restraint, resilience, others (empathy), and working with others (building rapport) and how to use the program to improve sales performance. Annotation (c) Book News, Inc., Portland, OR (booknews.com)

Selling with Emotional Intelligence: 5 Skills for Building Stronger Client Relationships

Marketing & Sales

Kaplan Publishing

Consulting company heads share their observations on the dynamics that make some people are more successful than others in connecting with others individually and en masse. Focusing on sales and persuasion contexts, they distill principles (e.g, on turning conflict into opportunity) from case examples and include checklists for applying them. Annotation ©2004 Book News, Inc., Portland, OR (booknews.com)

Making the Client Connection: Maximizing the Power of Your Personality, Presentations, and Presence

Your Client's Story

Revolutionize your financial advisory business by quickly forging an unbreakable bond with your clients or prospects to become an advisor who is trusted with 100 percent of their assets. Most clients invest only about 30 percent of their assets with a financial advisor, but some financial advisors invest 100 percent of their clients' assets. Your Client's Story describes the secret of their astounding success. For more than three years, authors Scott West and Mitch Anthony studied the winning approaches used by financial advisors who managed 100 percent of their clients' assets. Notably, the most successful had mastered a genuine ability to engage in a discovery dialogue where clients openly expressed their financial objectives and motivations. The best financial advisors knew how to listen, ask the right questions, and create an atmosphere of empathy. Your Client's Story includes specific scripts for reenacting winning discovery dialogues geared to the life situations, transitions, and goals that drive financial planning. 
Included are tips and key questions geared to specific clients and situations, such as: •Small business owners •Clients or prospects who are entering or planning for retirement •Those seeking balance in their lives •Individuals who are fearful about outliving their money •Mature investors 
Financial planners and advisors share their stories, explaining how they've changed the way they do business, and how these changes have generated more successful books of business. Clients also tell their side of the story, explaining how the discovery dialogue has enhanced the entire financial planning process.

Stop making a living and start making a life with The New Retirementality When Mitch Anthony first presented the concept of a new way of thinking about retirement in 2000, it was novel and many critics didn't buy into it. Originally written to get the attention of baby boomers who were approaching 55, Mitch started a revolution by showing people why they needed to have a new attitude about retirement–a "new retirementality." More than a decade later, most of us are facing a very different retirement reality than previous generations–failing pensions, an endangered social security system, and inadequate savings. We have been forced to face the reality of a retirement that may never happen, or one that will take place much later in life than ever expected. Circumstances are redefining what it means to retire, and The New Retirementality, Fourth Edition is your roadmap. While most books focus on a "number," this reliable resource shows you that attitude is also an essential part of the equation–if you want to succeed you need both means and meaning. <ul>
<li>Includes new research and studies on the latest retirement realities, as well as introduce readers to Mitch's newest concept, investing toward a greater Return on Life™</li> <li>Discusses what it means to retire on purpose, the expanding role of work in retirement, and how to self-direct your future by becoming your own benefits director</li> <li>Written by top financial planner Mitch Anthony</li> </ul>
Filled with engaging anecdotes and inspirational suggestions, this book will motivate you to rethink the meaning of retirement and put you in a better position to enjoy the new retirementality you deserve.

The New Retirementality: Planning Your Life and Living Your Dreams...at Any Age You Want

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