Create a Sphere of Influence to Receive Ideal Referrals (Part II)
In Part II. Alexandra Miele explains how her Sphere of Influence generates high-quality referrals.
In Part II. Alexandra Miele explains how her Sphere of Influence generates high-quality referrals.
Alexandra Miele explains how she meticulously built a Sphere of Influence that consistently provides her firm with high-quality referrals.
This three-step process can help your audience understand why an effective estate plan is only one part of a larger legacy plan.
Alexandra Miele explains her innovative approach to compensation, combining flat fees and AUM with a transparent pricing menu of services.
Alexandra Miele, CFP® explains how she and her partner successfully built their dream firm and shares insights into starting over.
Here are some ideas to help your audience manage their time in retirement with a sense of purpose and contentment that will improve Return on Life.
Eric Clarke, founder and former CEO of Orion Advisor, shares his experiences transitioning into retirement.
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.