In a recent Learning Hour exclusive to members, Steve Sanduski, CFP® shares how coaching techniques can elevate your discovery process.
In this second of three videos, Steve defines how you can use a client’s past and present to inform their future.
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.