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.
Oct 26, 2023
11:44 am
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.
Apr 6, 2023
9:34 am
Defining Conversations (Part 1 of 2)
In Part 1 of this two-part video series, Mitch Anthony discusses his new book and explains why conversations are a lost art.
Mar 17, 2023
9:32 am
The Pocketbook Isn’t Opening
ROL Advisor's Mitch Anthony explains how "the Grandma Rule" can help advisors clarify their messaging to prospects and clients.
Feb 17, 2023
9:37 am
Questions Bring Clarity
ROL Advisor's Mitch Anthony explains why asking good questions is essential for advisors to create alignment with their clients.