Apr 21, 2022 10:17 am

Introducing Life-Centered Planning to Your Practice – Part II

By |2022-04-21T10:17:38-05:00April 21st, 2022|Categories: ROL Blog|Tags: , , , , |

ROL Advisor's Mitch Anthony interviews member Kris Dureau about how he put his understanding of Life-Centered Planning into action.

Apr 7, 2022 10:16 am

Introducing Life-Centered Planning to Your Practice – Part I

By |2022-04-07T10:45:53-05:00April 7th, 2022|Categories: ROL Blog|Tags: , , , , |

ROL Advisor's Mitch Anthony interviews member Kris Dureau about how he overcame his hesitancy and became a Life-Centered Planner.

Mar 24, 2022 10:57 am

Hit a Homerun with Risk Management Discussions

By |2022-03-25T10:02:10-05:00March 24th, 2022|Categories: ROL Blog|Tags: , , , , |

ROL Advisor's Mitch Anthony shares an analogy of the four bases of risk as a way to introduce the concept to your clients. 

Mar 10, 2022 2:13 pm

Context Openers for a New Dialogue

By |2022-03-10T14:13:56-06:00March 10th, 2022|Categories: ROL Blog|Tags: , , , , |

ROL Advisor's Mitch Anthony discusses three openers for new conversations that provide context and gain permission to proceed.

Feb 24, 2022 11:30 am

The Listening E.A.R. : Establish Context, Ask the Question, & Respond Reflectively

By |2022-02-24T11:30:30-06:00February 24th, 2022|Categories: ROL Blog|Tags: , , , , |

ROL Advisor's Mitch Anthony discusses The Listening E.A.R., a process for deepening dialogues with your clients and prospects.

Feb 10, 2022 9:51 am

Discovery is More Than Fact-Finding

By |2022-02-10T09:51:33-06:00February 10th, 2022|Categories: ROL Blog|Tags: , , , |

ROL Advisor's Mitch Anthony discusses how the Biographer's Approach to discovery shifts initial prospect discussions to client stories.

Jan 27, 2022 2:14 pm

Be an Empathetic Advisor

By |2022-01-27T14:14:58-06:00January 27th, 2022|Categories: ROL Blog|Tags: , , , , |

ROL Advisor's Mitch Anthony discusses how to be an empathetic advisor by focusing on your client's life, not their money.

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