In the second of our two videos, estate planning attorney Mark Shiller explains how to overcome clients' estate planning barriers.
Your audience can mix and match a few of these ideas to find some go-to family hobbies that will improve ROL rain or shine.
Attorney Mark Shiller joined a recent ROL Advisor Learning Hour to discuss the barriers to engagement in estate planning.
ROL Advisor’s Mitch Anthony shares a story about a former doctor learning how to make an impact in retirement.
Independence is a value that’s central to how we feel about and use our money. When we feel financially free, we experience more ROL.
In this three-minute excerpt from a recent members-only Learning Hour, ROL Advisor’s Steve Sanduski, CFP® shares tips for how many quarterly initiatives to set to achieve your annual goals, which includes having a key result and activities assigned to each.
ROL Advisor’s Mitch Anthony & Steve Sanduski, CFP® discuss the concept of "Enough," which many affluent individuals struggle with.
Encourage your audience to start making purposeful investments in their lifespans to maximize Return on Life in their 70s, 80s, and beyond.
In this four-minute excerpt from a recent members-only Learning Hour, ROL Advisor’s Mitch Anthony describes how having life transition discussions with your clients puts you in the position to gain additional assets.
In this four-minute excerpt from a recent members-only Learning Hour, watch ROL Advisor’s Mitch Anthony explain how he discovered 60 life transitions, all of which can have financial implications for your clients' lives.