Will a Pet Increase Your ROL?
Seniors who are willing to accept the responsibilities will find that a pet can add a lot of Return on Life to retirement.
Feb 7, 2025
9:22 am
Jan 30, 2025
1:21 pm
How Will You Compete in the Future?
ROL Advisor's Steve Sanduski, CFP® discusses how advisors should prepare themselves and their firms for the future of advice.
Jan 17, 2025
9:27 am
The First Principle of Hiring
Steve Sanduski explains why the first principle of hiring is to build a company that is a great place to be from.
Jan 10, 2025
9:20 am
Build a Career to Provide the Greatest ROL
Here are three ways to achieve the essential harmony between career, relationships, and personal interests and passions.
Jan 2, 2025
10:28 am
Referrals: Is Your Firm Referral-Worthy
In the final video in our series about referrals, Steve Sanduski shares how to test if your firm is referral-worthy by identifying your top 10 clients and writing a testimonial for each.
Dec 27, 2024
9:21 am
The Legacy Dialogue
ROL Advisor's Mitch Anthony on why we should begin to think about legacy beginning today instead of when we are gone.
Dec 19, 2024
1:33 pm
Referrals: Training & Follow-Up
In part four of a five-part video series about referrals, Amy Koenig shares what to do after you get a referral from a client and how to train your clients to introduce you to their friends and family.
Dec 13, 2024
9:38 am
When to Keep or Replace Family Traditions
Three signs that it might be time to retire or update old family traditions and start making new memories this holiday season.
Dec 5, 2024
12:04 pm
Referrals: How to Ask
In part three of a five-part video series about referrals, Amy Koenig shares examples of how to ask for introductions to your clients' friends and family.
Nov 21, 2024
1:12 pm
Referrals: When to Ask
In part two of a five-part video series about referrals, Amy Koenig shares when asking for introductions is best received.