MITCH ANTHONY is the founder and President of MitchAnthony.com, whose companies include Advisor Insights Inc. and The Financial Life Planning Institute. He also writes and hosts the syndicated radio feature The Daily Dose, and is a regular contributor to Research, Financial Advisor, and Bank Advisor magazines. Anthony was named one of the financial service industry's top "Movers & Shakers" by Financial Planning magazine. He is also coauthor of Storyselling for Financial Advisors and author of The New Retirementality (Wiley), now in its third edition. Visit www.MitchAnthony.com for more information.

• Foreword ixAcknowledgments xvPreface xviiPart I Industry Resoulutions 1Chapter 1 If These Walls Could Talk 3Chapter 2 Speedometers and Odometers 13Chapter 3 The Warring Hand 21Chapter 4 I’m a Numbers Guy 29Chapter 5 A New Level of Integrity Beyond Disclosure 39Chapter 6 A New Value Proposition 49Chapter 7 A New Standard for Practice: Practicing World-Class Wealth Care 59Chapter 8 The New Frontier: Getting to the Right Side of the Advisory Business 69Part II Life Resoulutions 81Chapter 9 Permanent Reference Points: How the Financial Blueprint is Formed 83Chapter 10 How We Measure Money 91Chapter 11 Spinning Out of Control 101Chapter 12 Protecting Your Clients from Half fluence 111Chapter 13 The End of Retirement as We Know It 121Chapter 14 What Do Your Clients Want Their Money to Do? 133Part III Dialogue Resoulutions 143Chapter 15 The History Dialogue: Finding Your Clients’ Future in Their Past 145Chapter 16 Goals Are Overrated 155Chapter 17 Funding “Single Moments” 163Chapter 18 The Parental Pension 171Chapter 19 By the Side of the Road: Dealing with the Big “What If . . .” 179Chapter 20 A 100 Percent Certainty 189Chapter 21 The New Venture Philanthropy Dialogue 197Bibliography 207Index 211

MITCH ANTHONY is the founder and President of MitchAnthony.com, whose companies include Advisor Insights Inc. and The Financial Life Planning Institute. He also writes and hosts the syndicated radio feature The Daily Dose, and is a regular contributor to Research, Financial Advisor, and Bank Advisor magazines. Anthony was named one of the financial service industry's top "Movers & Shakers" by Financial Planning magazine. He is also coauthor of Storyselling for Financial Advisors and author of The New Retirementality (Wiley), now in its third edition. Visit www.MitchAnthony.com for more information.

• Foreword ixAcknowledgments xvPreface xviiPart I Industry Resoulutions 1Chapter 1 If These Walls Could Talk 3Chapter 2 Speedometers and Odometers 13Chapter 3 The Warring Hand 21Chapter 4 I’m a Numbers Guy 29Chapter 5 A New Level of Integrity Beyond Disclosure 39Chapter 6 A New Value Proposition 49Chapter 7 A New Standard for Practice: Practicing World-Class Wealth Care 59Chapter 8 The New Frontier: Getting to the Right Side of the Advisory Business 69Part II Life Resoulutions 81Chapter 9 Permanent Reference Points: How the Financial Blueprint is Formed 83Chapter 10 How We Measure Money 91Chapter 11 Spinning Out of Control 101Chapter 12 Protecting Your Clients from Half fluence 111Chapter 13 The End of Retirement as We Know It 121Chapter 14 What Do Your Clients Want Their Money to Do? 133Part III Dialogue Resoulutions 143Chapter 15 The History Dialogue: Finding Your Clients’ Future in Their Past 145Chapter 16 Goals Are Overrated 155Chapter 17 Funding “Single Moments” 163Chapter 18 The Parental Pension 171Chapter 19 By the Side of the Road: Dealing with the Big “What If . . .” 179Chapter 20 A 100 Percent Certainty 189Chapter 21 The New Venture Philanthropy Dialogue 197Bibliography 207Index 211