Month: July 2022

#023 – Mitch Anthony has been creating innovative client-discovery approaches for financial advisors to use for more than two decades. He says soft skills are hard to master, and advisors need to work on having genuine dialogues. In this episode he discusses the need for advisors to be curious and comfortable asking more interesting questions that lead to more valuable results. In turn, clients will be thrilled and advisors will be more engaged and find greater enjoyment in what they do.