In this five-minute excerpt from a recent members-only Learning Hour, ROL Advisor’s Mitch Anthony shares how to discover your clients’ stories from their past (e.g., Where are you from?), present (e.g., What do you do for a living?), and the future they wish to obtain (e.g., What are your goals?).
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.