In this five-minute excerpt from a recent members-only Learning Hour, watch ROL Advisor’s Steve Sanduski offer ways to start uncovering your stories by looking at decision points, “aha” moments, and even stories heard from others.
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.