Let Your Imagination Roam
I like to encourage imagination in younger entrepreneurs I meet. It’s not always money that they need but a capacity to dream.
Apr 15, 2022
9:11 am
Apr 7, 2022
10:16 am
Introducing Life-Centered Planning to Your Practice – Part I
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
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 18, 2022
9:29 am
The Price Paid Is Much More Precious
ROL Advisor's Mitch Anthony explains why the price paid to get something is much more precious than the reward it reaped.
Mar 10, 2022
2:13 pm
Context Openers for a New Dialogue
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
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
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
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.