Developing a Relational Mindset (Webinar Replay)
Mitch Anthony, Blain Wease, and Steve Sanduski explain how a relational mindset can benefit your clients and set you apart.
Sep 29, 2022
11:02 am
Sep 22, 2022
10:16 am
Context Openers for New Dialogues Part II
In this 2-minute video, Mitch Anthony shares 3 context openers that will help you to introduce a new line of questions to your clients and prospects.
Sep 16, 2022
9:08 am
Finding Purpose in the Everyday
If the hustle and bustle of life and work have come between you and your sense of purpose, try this three-step process.
Sep 8, 2022
11:52 am
Context Openers for New Dialogues
In this 2-minute video, watch Mitch Anthony define the concept of Return on Life and describe dialogues advisors can open with their clients.
Aug 19, 2022
9:14 am
4 Things to Consider Before Committing Financial Support to Your Adult Children
Before writing a check or making a deposit through Venmo to your adult children, ask yourself these four key questions.
Aug 11, 2022
1:27 pm
How Structural Thinking Affects Your Clients’ Behavior
ROL Advisor's Steve Sanduski, CFP® discusses what structural thinking is and how it impacts your clients' actions.
Jul 28, 2022
10:26 am
Relational and Technical Aspects of Financial Planning
Financial advisor Natalie Taylor spoke with ROL Advisor's Steve Sanduski about how technology alone won't fulfill financial planning needs.
Jul 22, 2022
8:23 am
Should You Become a Teacher in Retirement?
Answering these three questions will help you decide if you should become a teacher in retirement and give back what you've learned.
Jul 14, 2022
12:04 pm
Evolution of Advisor Competencies – Part II
ROL Advisor's Steve Sanduski, CFP® and Mitch Anthony discuss different types of financial planning with Sarah D. Asebedo, Ph.D. & CFP©.
Jun 30, 2022
1:39 pm
Evolution of Advisor Competencies – Part I
ROL Advisor's Mitch Anthony and Sarah D. Asebedo, Ph.D. & CFP© discuss how advisors' competencies have evolved.