Planning a Family Summer for ROL
These tips will help your audience create a family summer calendar that will give everyone something to do even when they're not busy.
Jun 27, 2025
9:21 am
Jun 19, 2025
10:41 am
Use Conversation Frameworks to Avoid Awkwardness
In a recent ROL Advisor Learning Hour, Mitch Anthony explained how to alleviate awkward conversations by using conversation frameworks.
Jun 6, 2025
9:08 am
3 Types of Questions
Steve Sanduski, CFP® shares three unique types of questions that advisors can adapt to their discovery processes.
May 30, 2025
9:23 am
Combine Hobbies and Volunteering for More Purpose in Retirement
When they combine hobbies and volunteering, retirees can create synergies between what they love to do and what their community needs.
May 22, 2025
1:02 pm
Recovering From Mistakes
In a recent ROL Advisor Learning Hour, Steve Sanduski shares how to turn mistakes into opportunities for growth.
May 9, 2025
9:24 am
Start With Nothing
Steve Sanduski explains why advisors should "start with nothing" the next time they have a discovery conversation with a prospect.
May 2, 2025
9:16 am
What’s Your Routine for a Better ROL?
Your audience can mix and match ideas from this list to build a new routine that will start mornings on the right foot.
Apr 24, 2025
12:46 pm
Hospitality in the AI Era
In a recent ROL Advisor Learning Hour, Steve Sanduski shares how to leverage technology while providing world-class hospitality.
Apr 11, 2025
9:17 am
Decide
Steve Sanduski discusses two tools he uses to help financial advisors decide, even when deep down they already know the best choice.
Apr 4, 2025
9:16 am
Teach Kids About Investing
Three simple financial lessons that parents in your audience can teach their kids to illustrate the basics of investing.