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.
ROL Advisor's Mitch Anthony discusses how the Biographer's Approach to discovery shifts initial prospect discussions to client stories.
ROL Advisor's Mitch Anthony discusses how to be an empathetic advisor by focusing on your client's life, not their money.
ROL Advisor's Mitch Anthony discusses how to preface your money conversations by introducing the Return on Life concept.