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.

Dec 31, 2021 9:07 am

What does this money represent to you?

By |2021-12-31T09:07:31-06:00December 31st, 2021|Categories: ROL Blog|Tags: , |

Most people have psychological markers for the economic events that have shaped their approach to money matters today.

Dec 24, 2021 9:05 am

Grow You

By |2021-12-24T09:05:07-06:00December 24th, 2021|Categories: ROL Blog|Tags: , |

Steve Sanduski explains why one of the building blocks of growing an enduring business is to Grow You.

Dec 17, 2021 8:55 am

People Respect the Asker and Listener More Than They Respect the Teller and Seller

By |2021-12-17T08:55:07-06:00December 17th, 2021|Categories: ROL Blog|Tags: , |

Those of us whose motives are genuine need to distance ourselves from disingenuous conversational tactics.

Go to Top