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.
Apr 1, 2022
9:08 am
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.
Feb 24, 2022
11:30 am
The Listening E.A.R. : Establish Context, Ask the Question, & Respond Reflectively
ROL Advisor's Mitch Anthony discusses The Listening E.A.R., a process for deepening dialogues with your clients and prospects.
Feb 4, 2022
9:02 am
Build a Business With Purpose
This ghostwritten content asks two questions about purpose that aspiring entrepreneurs need to answer before they become their own boss.
Jan 27, 2022
2:14 pm
Be an Empathetic Advisor
ROL Advisor's Mitch Anthony discusses how to be an empathetic advisor by focusing on your client's life, not their money.
Jan 7, 2022
9:00 am
Could a Sabbatical Increase Your ROL?
The strategies in this ghostwritten content will help folks who are thinking about a change make the most of their sabbatical.
Dec 24, 2021
9:05 am
Grow You
Steve Sanduski explains why one of the building blocks of growing an enduring business is to Grow You.