May 19, 2022 11:10 am

Coaching Your Clients to an EPIC Retirement – Part II

By |2022-05-19T11:16:53-05:00May 19th, 2022|Categories: ROL Blog|Tags: , , , , , , , |

ROL Advisor's Mitch Anthony describes how using coaching skills can lead your clients to an EPIC retirement.

May 5, 2022 9:37 am

Coaching Your Clients to an EPIC Retirement – Part I

By |2022-05-19T11:11:35-05:00May 5th, 2022|Categories: ROL Blog|Tags: , , , , , , |

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

By |2022-04-21T10:17:38-05:00April 21st, 2022|Categories: ROL Blog|Tags: , , , , |

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

By |2022-04-07T10:45:53-05:00April 7th, 2022|Categories: ROL Blog|Tags: , , , , |

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

By |2022-03-25T10:02:10-05:00March 24th, 2022|Categories: ROL Blog|Tags: , , , , |

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

By |2022-03-10T14:13:56-06:00March 10th, 2022|Categories: ROL Blog|Tags: , , , , |

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

By |2022-02-24T11:30:30-06:00February 24th, 2022|Categories: ROL Blog|Tags: , , , , |

ROL Advisor's Mitch Anthony discusses The Listening E.A.R., a process for deepening dialogues with your clients and prospects.

Jan 21, 2022 9:02 am

Use Your Client’s Past to Prepare for the Future

By |2022-01-21T09:02:49-06:00January 21st, 2022|Categories: ROL Blog|Tags: , , , |

Help your clients reflect upon the decisions they’ve made in the past and it might help equip them to make better decisions in their future.

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