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.
ROL Advisor's Mitch Anthony describes how using coaching skills can lead your clients to an EPIC retirement.
ROL Advisor's Mitch Anthony describes how using coaching skills can lead your clients to an EPIC 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.
ROL Advisor's Mitch Anthony interviews member Kris Dureau about how he put his understanding of Life-Centered Planning into action.
ROL Advisor's Mitch Anthony interviews member Kris Dureau about how he overcame his hesitancy and became a Life-Centered Planner.
ROL is an ongoing process that allows clients to balance in-the-moment enjoyment with their family’s long-term security.
ROL Advisor's Mitch Anthony shares an analogy of the four bases of risk as a way to introduce the concept to your clients.
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:
ROL Advisor's Mitch Anthony discusses three openers for new conversations that provide context and gain permission to proceed.
If your clients are falling behind on goals or resolutions, this ghostwritten content suggests three strategies that could help.