About Steve Sanduski, CFP®

Steve is the co-founder and CEO of ROL Advisor, a New York Times Bestselling author, and a prolific writer and podcaster. He has been a CERTIFIED FINANCIAL PLANNER™ licensee since 1996.
May 19, 2022 11:10 am

Coaching Your Clients to an EPIC Retirement – Part II

By |2022-05-19T11:16:53-05:00May 19th, 2022|Categories: ROL Blog|Tags: , , , , , , , |

ROL Advisor's Mitch Anthony describes how using coaching skills can lead your clients to an EPIC retirement.

May 5, 2022 9:37 am

Coaching Your Clients to an EPIC Retirement – Part I

By |2022-05-19T11:11:35-05:00May 5th, 2022|Categories: ROL Blog|Tags: , , , , , , |

ROL Advisor's Mitch Anthony describes how using coaching skills can lead your clients to an EPIC retirement.

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 17, 2022 2:09 pm

New Client-Facing PowerPoint Presentations

By |2022-03-18T10:03:39-05:00March 17th, 2022|Categories: Uncategorized|

New Client-Facing PowerPoint Presentations

Thank you to everyone who participated in our Learning Hour Call on March 17th.

Steve and Amy introduced two new client-facing PowerPoint presentations and discussed how you can integrate them into your process:

  • “A New Money Conversation for Couples”
    • Presentation pairs with our Fiscalosophy tool
    • Available on the Marketing page of the Resource Center
    • Not visible to Retirement Coaching-only or $Lifeline-only members
  • “Plan for Life’s Major Moments”
    • Presentation pairs with our $Lifeline tool
    • Available on the Marketing page of the Resource […]
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.

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