Oct 22, 2021 8:57 am

Practice Genuine Curiosity

By |2021-10-22T08:57:32-05:00October 22nd, 2021|Categories: ROL Blog|Tags: , |

What will make you great at your business is the same thing that made Leonardo Da Vinci and Albert Einstein great at their businesses—a deep seated, insatiable, absolutely have-to-know, fanatical form of curiosity.

Oct 21, 2021 10:24 am

Ensemble > Team

By |2021-10-21T10:24:36-05:00October 21st, 2021|Categories: ROL Blog|Tags: , |

At some point, each of us is going to be the weakest member and we want to know that the rest of the ensemble has our back.

Aug 19, 2021 11:39 am

Your Non-Negotiables Are Your Values

By |2021-09-22T15:53:55-05:00August 19th, 2021|Categories: ROL Blog|Tags: , |

I’ve developed a better way to drive home the importance of living your values. I call them “non-negotiables.”

Jun 24, 2021 9:31 am

What Does Your Audience Need to Hear?

By |2021-09-28T16:34:08-05:00June 24th, 2021|Categories: ROL Blog|Tags: , |

Often when I’m coaching financial advisors, I’ll offer one of these decision-making tools.

May 27, 2021 3:30 pm

Listening Well is Hard

By |2021-10-07T10:18:28-05:00May 27th, 2021|Categories: ROL Blog|Tags: , , , , |

Generous listening is a whole mind-body experience. It’s about creating an inner and outer space where you can be present, open, and available to bringing forth an exchange of words, stories, and feelings that were there but not previously connected or expressed.

Apr 22, 2021 4:49 pm

The Five-Second Test for Your Website with Samantha Russell

By |2021-06-03T15:51:26-05:00April 22nd, 2021|Categories: ROL Blog|Tags: , |

Does your homepage pass the five-second test? Or is your design getting in the way of communicating your message?

Jan 7, 2021 4:11 pm

Personal Values And Account Values

By |2021-01-07T16:11:51-06:00January 7th, 2021|Categories: ROL Blog|Tags: |

Today’s clients are keen on the idea of alignment between their personal values and account values. Are you ready to bring it?

Jun 10, 2020 9:29 am

A Live Connection

By |2020-06-10T13:59:47-05:00June 10th, 2020|Categories: ROL Blog|

Keep your connections vital if you want the best of your mature years. If you trade those connections in, be sure of what you’re trading for.

Mar 30, 2020 10:35 am

New Tool to Enhance Your Client Conversations Sparked by the Coronavirus

By |2020-06-10T14:09:02-05:00March 30th, 2020|Categories: ROL Blog|

With the coronavirus and the financial market volatility, clients and potential clients are anxious and they want to work with an advisor who can have a deep dialogue with them and understand the full cycle of emotions that many of them are feeling right now.

Mar 30, 2020 10:34 am

Prepare Or Repair?

By |2020-06-10T14:08:36-05:00March 30th, 2020|Categories: ROL Blog|

Given the choice of addressing either an effect or a cause, a strategic thinker would always prefer the latter. A person constantly putting out fires without understanding the cause has a limited ability to control situations.

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