ROL Advisor's Mitch Anthony explains why doing good comes down to having the will and the means to bring about change.
In this four-minute excerpt from a recent members-only Learning Hour, watch ROL Advisor’s Mitch Anthony explain how he discovered 60 life transitions, all of which can have financial implications for your clients' lives.
Three things that workers should think about before sacrificing their career freedom and relocating for a job.
In this two-minute excerpt from a recent members-only Learning Hour, ROL Advisor's Mitch Anthony defines life transitions and how they differ from your client's goals.
ROL Advisor's Mitch Anthony discusses a way to start a powerful dialogue about purpose as folks progress towards retirement.
Mitch Anthony shares questions advisors can use to discover clients' stories from their past, present, and the future they want.
Three reasons why your audience should consider working with an advisor to build a sabbatical into their retirement $Lifelines.
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.
ROL Advisor's Mitch Anthony explains why we need to develop habits that will help us bring our best intentions to life.
Steve Sanduski discusses Humanizing, Non-Negotiable, and Teaching stories and when and how to use each story type.