3 Coaching Tools to Enhance Your Discovery Process: Add New Questions
In our third and final video on discovery, Steve Sanduski shares three new types of questions to add to your toolkit.
Oct 24, 2024
11:59 am
Oct 10, 2024
9:56 am
3 Coaching Tools to Enhance Your Discovery Process: Storyboard Design
In the second of three videos on discovery, Steve Sanduski defines how you can use a client's past and present to inform their future.
Sep 26, 2024
11:26 am
3 Coaching Tools to Enhance Your Discovery Process: Start with Nothing
In the first of three videos on discovery, Steve Sanduski explores what it means to start with nothing to uncover more from your clients.
Oct 26, 2023
11:44 am
How to Elicit Stories from Clients
Mitch Anthony shares questions advisors can use to discover clients' stories from their past, present, and the future they want.
Aug 4, 2023
9:12 am
Humor Can Melt Away Resistance
ROL Advisor's Mitch Anthony discusses why humor is unmatched in its ability to topple defenses and how to go miles with smiles.
Jul 7, 2023
9:02 am
49 Out of 60
ROL Advisor's Mitch Anthony discusses how asking better questions can lead to a more purposeful dialog with clients.
Jun 29, 2023
4:25 pm
Uncover Your Clients’ Perspectives About Money With Consistency
Watch ROL Advisor member Kurt Box discuss using ROL Advisor's Fiscalosophy tool to discover clients' perspectives about money.
Jun 9, 2023
9:46 am
Where Are You From?
ROL Advisor's Mitch Anthony explains how "Where are you from?" can help advisors understand why clients are who they are.
May 4, 2023
11:15 am
When Should Advisors’ Stories Be Shared?
During a recent members-only Learning Hour, ROL Advisor's Mitch Anthony and Steve Sanduski discussed how advisors can help clients feel comfortable to share stories by sharing their own.
Apr 20, 2023
1:50 pm
Defining Conversations (Part 2 of 2)
In Part 2 of this video series, Mitch Anthony discusses how to ensure clients walk away from important conversations satisfied.