In this four-minute excerpt from a recent members-only Learning Hour, watch ROL Advisor’s Mitch Anthony explain how he discovered 60 life transitions, all of which can have financial implications for your clients' lives.
In this two-minute excerpt from a recent members-only Learning Hour, ROL Advisor's Mitch Anthony defines life transitions and how they differ from your client's goals.
Mitch Anthony shares questions advisors can use to discover clients' stories from their past, present, and the future they want.
ROL Advisor's Steve Sanduski offers ways to start uncovering your stories by looking at decision points, "aha" moments, and even stories heard from others.
ROL Advisor's Mitch Anthony explains why we need to develop habits that will help us bring our best intentions to life.
Steve Sanduski discusses Humanizing, Non-Negotiable, and Teaching stories and when and how to use each story type.
Mitch Anthony shares the science behind how storytelling engages clients and prospects better than simply facts and figures.
ROL Advisor's Mitch Anthony explains why the greatest reward from work may be what we learn about ourselves in the process.
ROL Advisor's Steve Sanduski explains how masterful storytelling is a powerful way to connect with others.
In this five-minute excerpt from a recent Learning Hour, Steve Sanduski asks ROL Advisor members Kurt Box, Joni Lindquist, Randy Franklin, and Paul Peeler how the role of the financial advisor has evolved and how it will continue to change in the future.