In a recent Learning Hour exclusive to members, Steve Sanduski, CFP® shares how coaching techniques can elevate your discovery process.
In this first of three videos, Steve explores what it means to start with nothing to uncover more from your clients.
Click here to learn more about ROL Advisor’s digital discovery tools, then sign up for a 7-day trial to become a better Life Centered Financial Planner, and finally, schedule a demo.