In this discussion with industry leaders Mitch Anthony, Blain Wease, and Steve Sanduski, you’ll learn:

  1.  Mindset: What is a relational mindset and how can it benefit your clients and firm.
  2.  Framework: How to organize your client pathway by creating behaviors and actions that allow you to operate with a relational mindset.
  3.  Differentiation: How a relational mindset can distinguish you from other advisors in a sea of sameness.

By the end of the discussion, you’ll have a new roadmap to deepen your discovery process by putting your client’s life at the center of the conversation, not the performance of their money, PLUS, you’ll have a clear understanding of the client storyboard process for gathering your client’s money and life stories.

Blaine Wease – Provincial Development Group


Call: 615-591-3960

Click here to learn more about ROL Advisor’s digital discovery tools, then sign up for a 7-day trial to become a better Life Centered Financial Planner, and finally, schedule a demo.