Emotions contain information, and if you try to override that information by controlling it or ignoring it, you miss out on interpreting your lifetime’s worth of accumulated wisdom.
ROL Advisor's Mitch Anthony discusses how to identify and respond when conversation saboteurs creep up in conversation.
ROL Advisor's Mitch Anthony explains why asking questions is the key to learning more about your clients and improving discovery.
Steve Sanduski, CFP shares a visual tool that can help clients think about the relationship between their money and their time.
Steve Sanduski explains how social media impacts the depth and quality of financial dialogue clients are receiving.
Steve Sanduski, CFP® explains how thorough preparation can help advisors prevent missed opportunities and lost sales.
In a recent ROL Advisor Learning Hour, Mitch Anthony explained how to alleviate awkward conversations by using conversation frameworks.
Steve Sanduski, CFP® shares three unique types of questions that advisors can adapt to their discovery processes.
In a recent ROL Advisor Learning Hour, Steve Sanduski shares how to turn mistakes into opportunities for growth.
Steve Sanduski explains why advisors should "start with nothing" the next time they have a discovery conversation with a prospect.
