context

Step Up and Address the Larger Context
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Aug 9, 2024 9:23 am

Step Up and Address the Larger Context

By Mitch Anthony|2024-08-09T09:23:29-05:00August 9th, 2024|Categories: ROL Blog|Tags: context, inspiration, perspectives about money|

ROL Advisor's Mitch Anthony explains why advisors need to discuss the larger context of what a client’s money can and will address.

Context Openers for a New Dialogue
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Mar 10, 2022 2:13 pm

Context Openers for a New Dialogue

By Steve Sanduski, CFP®|2022-03-10T14:13:56-06:00March 10th, 2022|Categories: ROL Blog|Tags: context, conversations, discovery, practice management, professional development|

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