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.
Mar 10, 2022
2:13 pm
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.
May 27, 2021
3:30 pm
Listening Well is Hard
Generous listening is a whole mind-body experience. It’s about creating an inner and outer space where you can be present, open, and available to bringing forth an exchange of words, stories, and feelings that were there but not previously connected or expressed.