Dec 3, 2021 8:59 am

Are they an object to be targeted or a subject to be studied?

By |2021-12-03T08:59:39-06:00December 3rd, 2021|Categories: ROL Blog|Tags: , |

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

By |2021-11-19T09:23:02-06:00November 19th, 2021|Categories: ROL Blog|Tags: , |

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?

By |2021-11-05T09:02:23-05:00November 5th, 2021|Categories: ROL Blog|Tags: , |

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.

Oct 22, 2021 8:57 am

Practice Genuine Curiosity

By |2021-10-22T08:57:32-05:00October 22nd, 2021|Categories: ROL Blog|Tags: , |

What will make you great at your business is the same thing that made Leonardo Da Vinci and Albert Einstein great at their businesses—a deep seated, insatiable, absolutely have-to-know, fanatical form of curiosity.

Oct 21, 2021 10:24 am

Ensemble > Team

By |2021-10-21T10:24:36-05:00October 21st, 2021|Categories: ROL Blog|Tags: , |

At some point, each of us is going to be the weakest member and we want to know that the rest of the ensemble has our back.

Aug 19, 2021 11:39 am

Your Non-Negotiables Are Your Values

By |2021-09-22T15:53:55-05:00August 19th, 2021|Categories: ROL Blog|Tags: , |

I’ve developed a better way to drive home the importance of living your values. I call them “non-negotiables.”

Jun 24, 2021 9:31 am

What Does Your Audience Need to Hear?

By |2021-09-28T16:34:08-05:00June 24th, 2021|Categories: ROL Blog|Tags: , |

Often when I’m coaching financial advisors, I’ll offer one of these decision-making tools.

May 27, 2021 3:30 pm

Listening Well is Hard

By |2021-10-07T10:18:28-05:00May 27th, 2021|Categories: ROL Blog|Tags: , , , , |

Generous listening is a whole mind-body experience. It’s about creating an inner and outer space where you can be present, open, and available to bringing forth an exchange of words, stories, and feelings that were there but not previously connected or expressed.

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