perspectives about money

Step Up and Address the Larger Context
Gallery

Aug 9, 2024 9:23 am

Step Up and Address the Larger Context

By Mitch Anthony|2024-08-09T09:23:29-05:00August 9th, 2024|Categories: ROL Blog|Tags: context, inspiration, perspectives about money|

ROL Advisor's Mitch Anthony explains why advisors need to discuss the larger context of what a client’s money can and will address.

Jun 29, 2023 4:25 pm

Uncover Your Clients’ Perspectives About Money With Consistency

By Steve Sanduski, CFP®|2023-06-29T16:36:15-05:00June 29th, 2023|Categories: ROL Blog|Tags: discovery, kurt box, Life-Centered Planning, perspectives about money, stories|

Watch ROL Advisor member Kurt Box discuss using ROL Advisor's Fiscalosophy tool to discover clients' perspectives about money.