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.
Feb 10, 2022
9:51 am
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.