How to Elicit Stories from Clients
Mitch Anthony shares questions advisors can use to discover clients' stories from their past, present, and the future they want.
Oct 26, 2023
11:44 am
Oct 20, 2023
9:09 am
Do You Need a Sabbatical in Retirement?
Three reasons why your audience should consider working with an advisor to build a sabbatical into their retirement $Lifelines.
Oct 13, 2023
9:15 am
3 Places to Mine for Your Stories
ROL Advisor's Steve Sanduski offers ways to start uncovering your stories by looking at decision points, "aha" moments, and even stories heard from others.
Sep 28, 2023
1:30 pm
3 Types of Stories to Tell
Steve Sanduski discusses Humanizing, Non-Negotiable, and Teaching stories and when and how to use each story type.
Sep 22, 2023
9:04 am
Become a SuperAger for a Higher ROL
Researchers have found that these three habits can help seniors grow into SuperAgers and improve Return on Life.
Sep 14, 2023
10:08 am
The Science of Storytelling
Mitch Anthony shares the science behind how storytelling engages clients and prospects better than simply facts and figures.
Aug 24, 2023
3:55 pm
Intro to the Power of Masterful Storytelling
ROL Advisor's Steve Sanduski explains how masterful storytelling is a powerful way to connect with others.
Aug 18, 2023
7:59 am
Ensure Your Life Wishes Are Granted Through Effective Estate Planning
A quick estate planning checklist that will help clients outline a legacy plan and provide some peace of mind.
Aug 10, 2023
3:17 pm
Double Down on Your Humanness to Compete in the Future
In this five-minute excerpt from a recent Learning Hour, Steve Sanduski asks ROL Advisor members Kurt Box, Joni Lindquist, Randy Franklin, and Paul Peeler how the role of the financial advisor has evolved and how it will continue to change in the future.
Jul 27, 2023
11:09 am
Consistently Coach Your Clients into Retirement
Hear how ROL Advisor member Randy Franklin uses a story to coach clients nearing retirement on the importance of what they are retiring TO.