Coaching Your Clients to an EPIC Retirement – Part II
ROL Advisor's Mitch Anthony describes how using coaching skills can lead your clients to an EPIC retirement.
May 19, 2022
11:10 am
May 5, 2022
9:37 am
Coaching Your Clients to an EPIC Retirement – Part I
ROL Advisor's Mitch Anthony describes how using coaching skills can lead your clients to an EPIC retirement.
Apr 29, 2022
9:40 am
How to Spend More and Get More ROL in Retirement
It can be challenging for seniors to switch from a save to a spend mindset once they retire. Discuss these questions with your advisor.
Apr 21, 2022
10:17 am
Introducing Life-Centered Planning to Your Practice – Part II
ROL Advisor's Mitch Anthony interviews member Kris Dureau about how he put his understanding of Life-Centered Planning into action.
Apr 7, 2022
10:16 am
Introducing Life-Centered Planning to Your Practice – Part I
ROL Advisor's Mitch Anthony interviews member Kris Dureau about how he overcame his hesitancy and became a Life-Centered Planner.
Apr 1, 2022
9:08 am
Plan to Earn the Most ROL Today and Tomorrow
ROL is an ongoing process that allows clients to balance in-the-moment enjoyment with their family’s long-term security.
Mar 24, 2022
10:57 am
Hit a Homerun with Risk Management Discussions
ROL Advisor's Mitch Anthony shares an analogy of the four bases of risk as a way to introduce the concept to your clients.
Mar 17, 2022
2:09 pm
New Client-Facing PowerPoint Presentations
New Client-Facing PowerPoint Presentations
Thank you to everyone who participated in our Learning Hour Call on March 17th.
Steve and Amy introduced two new client-facing PowerPoint presentations and discussed how you can integrate them into your process:
- “A New Money Conversation for Couples”
- Presentation pairs with our Fiscalosophy tool
- Available on the Marketing page of the Resource Center
- Not visible to Retirement Coaching-only or $Lifeline-only members
- “Plan for Life’s Major Moments”
- Presentation pairs with our $Lifeline tool
- Available on the Marketing page of the Resource […]
Mar 10, 2022
2:13 pm
Context Openers for a New Dialogue
ROL Advisor's Mitch Anthony discusses three openers for new conversations that provide context and gain permission to proceed.
Mar 4, 2022
10:28 am
How Are Your New Year’s Resolutions Going?
If your clients are falling behind on goals or resolutions, this ghostwritten content suggests three strategies that could help.