return on life Archives - ROL Advisor

Discovery is More Than Fact-Finding
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Feb 10, 2022 9:51 am

Discovery is More Than Fact-Finding

By Mitch Anthony|2022-02-10T09:51:33-06:00February 10th, 2022|Categories: ROL Blog|Tags: conversations, practice management, professional development, return on life|

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

Be an Empathetic Advisor
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Jan 27, 2022 2:14 pm

Be an Empathetic Advisor

By Steve Sanduski, CFP®|2022-01-27T14:14:58-06:00January 27th, 2022|Categories: ROL Blog|Tags: conversations, empathy, practice management, professional development, return on life|

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

Preface Money Conversations with Your Clients
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Jan 13, 2022 1:34 pm

Preface Money Conversations with Your Clients

By Mitch Anthony|2022-01-13T13:34:38-06:00January 13th, 2022|Categories: ROL Blog|Tags: conversations, practice management, professional development, return on life|

ROL Advisor's Mitch Anthony discusses how to preface your money conversations by introducing the Return on Life concept.