2018 NAFIC Convention

Speaker Biographies

May 3-4, 2018

Westgate Hotel & Casino

Las Vegas


Mitch Anthony is the founder and president of Advisor Insights and the Financial Life Planning Institute, the leading provider of financial life planning tools and programs for the financial services industry.

For almost two decades, Mitch has provided training and development for both individual advisors and major organizations throughout the world. Mitch personally consults with many of the largest and most-recognizable names in the financial services industry on both financial life planning and relationship development.

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. Mitch is also host of the daily radio feature, The Daily Dose, heard on over 100 radio stations nationwide.

Mitch is also the author of many groundbreaking books for advisors and consumers, including perennial bestseller StorySelling for Financial Advisors, cited by Financial Advisor magazine as the number one "must-read" book for financial professionals. His other books include The New Retirementality (now in its 4th edition), Defining Conversations, From the Boiler Room to the Living Room, The Financial Professional's StoryBook, Your Clients for Life, Your Client's Story, Selling with Emotional Intelligence and The Financial Lit Kit (The Cash in the Hat, The Bean is not Green, and Where Did the Money Go?).

 Joseph Jordan, industry ambassador and renowned speaker, believes that today’s financial professionals are modern-day heroes. In fact, by providing clients with independence, dignity, and legacy, financial services is the noblest profession in the world. Mixing his deeply personal story with over 35 years of expertise, Joe injects advisors with the courage to face rejection and reaffirms their significant purpose in life.

Joe Jordan, a behavioral finance expert, is the author of the award-winning book Living a Life of Significance (Acanthus Publishing, 2013). The first edition has sold over 70,000 copies in four languages.

Formerly, Joe ran insurance sales at Paine Webber and more recently was a senior vice president at MetLife. He was responsible for retail product development and started their fee-based financial planning program and behavioral finance department. 

Joe has a global presence in the financial services industry. He travels around the world to deliver his powerful presentations. He has spoken on the main platform at MDRT and GAMA LAMP multiple times, as well as presented as a keynote speaker at LIMRA, NAIFA, and NAFIC.

As a financial professional and industry veteran, Joe believes that you have a meaningful and lasting impact on the lives of your clients. Joe's message of significance will enable service professionals to have a sense of purpose in the value they deliver to clients. 



US Army (Ret.) Lt. Gen Rick Lynch attended West Point.  He was commissioned as an Army Engineer Officer and commanded both a Mobile Assault Bridge Company and a Combat Engineer Company in the 2nd Armored Division.  He branched transferred to Armor and subsequently commanded a tank battalion and tank brigade.

General Lynch was promoted to Brigadier General in 2001.

He served among other places in Iraq where he commanded the 3rd Infantry Division from 2006-2008. During that time he deployed the Division to Iraq as part of the Surge.  After redeployment, he was selected to command III Corps at Fort Hood, Texas.

After retirement, General Lynch became the Executive Director of the University of Texas at Arlington Research Institute. General Lynch is now the CEO of his own company, RLynch Enterprises. He consults, makes presentations, and recently published a book on adaptive leadership entitled Adapt or Die: Leadership Principles from an American General.

He and his wife Sarah reside in Southlake, Texas.



 Spencer Smith is the founder of spencerXsmith.com, and principal of the Cobalt Companies, a real estate investment firm he started in 2000. Spencer is also an instructor at the University of Wisconsin, where he teaches classes on Social Media Strategy and Digital Marketing Strategy.

He’s had the privilege of working with seven Fortune 500 companies – IBM, Kohl’s Corp, Kimberly-Clark, Oshkosh Truck, The Hartford, Nationwide, and American Family Insurance. Since 2015, he's conducted over 130 speaking appearances & keynote speeches. 

 Spencer has been featured and quoted in ForbesThe Huffington PostMoney MagazineEntrepreneurInc. magazineYahoo Small Business AdvisorMSN MoneyCostco Connection and dozens of other publications. ‚Äč




 More speaker bio's to come!