Discovery is More Than Fact-Finding
ROL Advisor's Mitch Anthony discusses how the Biographer's Approach to discovery shifts initial prospect discussions to client stories.
Feb 10, 2022
9:51 am
Jan 27, 2022
2:14 pm
Be an Empathetic Advisor
ROL Advisor's Mitch Anthony discusses how to be an empathetic advisor by focusing on your client's life, not their money.
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.
Jan 13, 2022
1:34 pm
Preface Money Conversations with Your Clients
ROL Advisor's Mitch Anthony discusses how to preface your money conversations by introducing the Return on Life concept.
Dec 31, 2021
9:07 am
What does this money represent to you?
Most people have psychological markers for the economic events that have shaped their approach to money matters today.
Dec 24, 2021
9:05 am
Grow You
Steve Sanduski explains why one of the building blocks of growing an enduring business is to Grow You.
Dec 17, 2021
8:55 am
People Respect the Asker and Listener More Than They Respect the Teller and Seller
Those of us whose motives are genuine need to distance ourselves from disingenuous conversational tactics.
Dec 3, 2021
8:59 am
Are they an object to be targeted or a subject to be studied?
People have an innate, yet tacit, understanding as to whether they are a subject of interest or an object to be gained.
Nov 19, 2021
9:23 am
New Conversations Lead to New Possibilities
Try new conversations on for the sake of really discovering what makes others tick and what is meaningful to them.
Nov 5, 2021
9:02 am
Are You “Hearing” Your Clients?
We must never lose sight of the fact that behind each story of the accumulation and dispersal of wealth are experiences that have shaped our clients' thinking about money.