How to Become a Masterful Storyteller Replay

July 19, 2023

While everybody else is talking about AI, smart advisors realize that the key to success as an advisor is not about being the most “techie,” it’s about being the most “human.” And one of the highest forms of being “human” is masterful storytelling. Listen to Mitch Anthony & Steve Sanduski, CFP® discuss:

  • The power of masterful storytelling.
  • How to craft your own stories to deepen your client connection.
  • How to elicit stories from your clients.
  • The critical role emotion and empathy play in storytelling.
  • Why putting your client’s LIFE at the center of the planning conversation is critical.

CLICK HERE to access the What I Do Story Worksheet.

If you attended this session LIVE, CLICK HERE for the instructions from FA Mag to receive CIMA/CPWA/RMA/CFP CE credit.

Mitch Anthony

Co-Founder,
ROL Advisor

Steve Sanduski, CFP®

Co-Founder,
ROL Advisor