Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
Top Advisor Podcast™
Ep. #99 – What Every Advisor Needs to Know About Storyselling and Life Planning with Mitch Anthony
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If you think numbers and charts are enough to win clients, think again.
In this episode, Bill Cates interviews renowned author and speaker Mitch Anthony about the decisive role of storytelling and life-centered financial planning.
Mitch shares how neuroscience has proven that emotional connection, not just data, drives decisions, and how financial advisors can uncover deeper client relationships through meaningful conversations.
He also unpacks the real promise advisors should be making, that is, helping clients get the best life possible with the money they have.
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Mitch and Bill Discuss:
Highlights:
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