Coaching Your Clients to an EPIC Retirement – Part II
ROL Advisor's Mitch Anthony describes how using coaching skills can lead your clients to an EPIC retirement.
ROL Advisor's Mitch Anthony describes how using coaching skills can lead your clients to an EPIC retirement.
ROL Advisor's Mitch Anthony describes how using coaching skills can lead your clients to an EPIC retirement.
ROL Advisor's Mitch Anthony interviews member Kris Dureau about how he put his understanding of Life-Centered Planning into action.
ROL Advisor's Mitch Anthony interviews member Kris Dureau about how he overcame his hesitancy and became a Life-Centered Planner.
ROL Advisor's Mitch Anthony shares an analogy of the four bases of risk as a way to introduce the concept to your clients.
ROL Advisor's Mitch Anthony discusses three openers for new conversations that provide context and gain permission to proceed.
ROL Advisor's Mitch Anthony discusses The Listening E.A.R., a process for deepening dialogues with your clients and prospects.
ROL Advisor's Mitch Anthony discusses how the Biographer's Approach to discovery shifts initial prospect discussions to client stories.
ROL Advisor's Mitch Anthony discusses how to be an empathetic advisor by focusing on your client's life, not their money.
ROL Advisor's Mitch Anthony discusses how to preface your money conversations by introducing the Return on Life concept.