“No matter how high the branch grows or how fruitful it becomes, it is never removed from its roots.”
Have you taken the time to understand the principles your clients hold near and dear? What axioms do they strive to follow in their life, family and business?
No matter how much money a person ends up with, internally they are anchored by their upbringing, their origins and their formative blueprints. We all feel a sense of connection to our roots. This is why the economic conversation about what mom and dad and their progenitors is just as instructive as is their personal story.
Click here to learn more about ROL Advisor’s digital discovery tools, then sign up for a 7-day trial to become a better Life Centered Financial Planner, and finally, schedule a demo.