Introducing Life-Centered Planning to Your Practice – Part I
ROL Advisor's Mitch Anthony interviews member Kris Dureau about how he overcame his hesitancy and became a Life-Centered Planner.
Apr 7, 2022
10:16 am
Mar 24, 2022
10:57 am
Hit a Homerun with Risk Management Discussions
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
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
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
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.