Pictures Formed by the Imagination
ROL Advisor's Mitch Anthony on how storytelling triggers the imagination and the inclination to relate with you.
Oct 28, 2022
9:07 am
Jun 26, 2024
3:22 pm
Finding Your Stories
Finding Your Stories
What you’ll learn:
- Why telling your stories helps you inspire and motivate your clients.
- How to create your stories using your Fork-in-the-Road decisions.
- When to tell your stories for greatest impact.
- 14 storytelling best practices.
Finding Your Stories PDF Click here to download.
Please email Amy to let her know what topics you would like her to take a deeper dive into for future Coaching Corners.
Oct 20, 2022
10:03 am
Creating Experiences Versus Transactions
In this 2-minute video, watch Steve discuss why advisors should help create experiences for clients that will improve their lives right now, not just in the future.
Sep 30, 2022
8:58 am
The Advisor’s First Interest
ROL Advisor's Mitch Anthony explains how Life-Centered Planning can help investors align their portfolios with their values.
Sep 29, 2022
11:02 am
Developing a Relational Mindset (Webinar Replay)
Mitch Anthony, Blain Wease, and Steve Sanduski explain how a relational mindset can benefit your clients and set you apart.
Sep 22, 2022
10:16 am
Context Openers for New Dialogues Part II
In this 2-minute video, Mitch Anthony shares 3 context openers that will help you to introduce a new line of questions to your clients and prospects.
Sep 8, 2022
11:52 am
Context Openers for New Dialogues
In this 2-minute video, watch Mitch Anthony describes dialogues advisors can open with their clients.
Sep 2, 2022
9:54 am
Become a Better Opener to Close More Business
ROL Advisor's Mitch Anthony explains how a better discovery process can open the door to more possibilities and more business.
Aug 26, 2022
9:06 am
When We Seek to Understand We Become Understood
ROL Advisor's Mitch Anthony explains that when you understand your clients they will give more weight to your views and perspectives.
Aug 11, 2022
1:27 pm
How Structural Thinking Affects Your Clients’ Behavior
ROL Advisor's Steve Sanduski, CFP® discusses what structural thinking is and how it impacts your clients' actions.