Mar 10, 2022 2:13 pm

Context Openers for a New Dialogue

By |2022-03-10T14:13:56-06:00March 10th, 2022|Categories: ROL Blog|Tags: , , , , |

ROL Advisor's Mitch Anthony discusses three openers for new conversations that provide context and gain permission to proceed.

Feb 24, 2022 11:30 am

The Listening E.A.R. : Establish Context, Ask the Question, & Respond Reflectively

By |2022-02-24T11:30:30-06:00February 24th, 2022|Categories: ROL Blog|Tags: , , , , |

ROL Advisor's Mitch Anthony discusses The Listening E.A.R., a process for deepening dialogues with your clients and prospects.

Feb 10, 2022 9:51 am

Discovery is More Than Fact-Finding

By |2022-02-10T09:51:33-06:00February 10th, 2022|Categories: ROL Blog|Tags: , , , |

ROL Advisor's Mitch Anthony discusses how the Biographer's Approach to discovery shifts initial prospect discussions to client stories.

Jan 27, 2022 2:14 pm

Be an Empathetic Advisor

By |2022-01-27T14:14:58-06:00January 27th, 2022|Categories: ROL Blog|Tags: , , , , |

ROL Advisor's Mitch Anthony discusses how to be an empathetic advisor by focusing on your client's life, not their money.

Jan 21, 2022 9:02 am

Use Your Client’s Past to Prepare for the Future

By |2022-01-21T09:02:49-06:00January 21st, 2022|Categories: ROL Blog|Tags: , , , |

Help your clients reflect upon the decisions they’ve made in the past and it might help equip them to make better decisions in their future.

Jan 13, 2022 1:34 pm

Preface Money Conversations with Your Clients

By |2022-01-13T13:34:38-06:00January 13th, 2022|Categories: ROL Blog|Tags: , , , |

ROL Advisor's Mitch Anthony discusses how to preface your money conversations by introducing the Return on Life concept.

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