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.
May 19, 2022
11:10 am
May 5, 2022
9:37 am
Coaching Your Clients to an EPIC Retirement – Part I
ROL Advisor's Mitch Anthony describes how using coaching skills can lead your clients to an EPIC retirement.
Apr 21, 2022
10:17 am
Introducing Life-Centered Planning to Your Practice – Part II
ROL Advisor's Mitch Anthony interviews member Kris Dureau about how he put his understanding of Life-Centered Planning into action.
Apr 7, 2022
10:16 am
Introducing Life-Centered Planning to Your Practice – Part I
ROL Advisor's Mitch Anthony interviews member Kris Dureau about how he overcame his hesitancy and became a Life-Centered Planner.
Mar 24, 2022
10:57 am
Hit a Homerun with Risk Management Discussions
ROL Advisor's Mitch Anthony shares an analogy of the four bases of risk as a way to introduce the concept to your clients.
Mar 10, 2022
2:13 pm
Context Openers for a New Dialogue
ROL Advisor's Mitch Anthony discusses three openers for new conversations that provide context and gain permission to proceed.
Feb 24, 2022
11:30 am
The Listening E.A.R. : Establish Context, Ask the Question, & Respond Reflectively
ROL Advisor's Mitch Anthony discusses The Listening E.A.R., a process for deepening dialogues with your clients and prospects.
Feb 10, 2022
9:51 am
Discovery is More Than Fact-Finding
ROL Advisor's Mitch Anthony discusses how the Biographer's Approach to discovery shifts initial prospect discussions to client stories.
Jan 27, 2022
2:14 pm
Be an Empathetic Advisor
ROL Advisor's Mitch Anthony discusses how to be an empathetic advisor by focusing on your client's life, not their money.
Jan 13, 2022
1:34 pm
Preface Money Conversations with Your Clients
ROL Advisor's Mitch Anthony discusses how to preface your money conversations by introducing the Return on Life concept.