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 13, 2022
8:58 am
Beware the Distrusting Man
Distrusting people don’t take necessary risks. They won’t put themselves on the line and are not producers of solutions and progress.
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 15, 2022
9:11 am
Let Your Imagination Roam
I like to encourage imagination in younger entrepreneurs I meet. It’s not always money that they need but a capacity to dream.
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 18, 2022
9:29 am
The Price Paid Is Much More Precious
ROL Advisor's Mitch Anthony explains why the price paid to get something is much more precious than the reward it reaped.