About Steve Sanduski, CFP®

Steve is the co-founder and CEO of ROL Advisor, a New York Times Bestselling author, and a prolific writer and podcaster. He has been a CERTIFIED FINANCIAL PLANNER™ licensee since 1996.
Mar 24, 2022 10:57 am

Hit a Homerun with Risk Management Discussions

By |2022-03-25T10:02:10-05:00March 24th, 2022|Categories: ROL Blog|Tags: , , , , |

ROL Advisor's Mitch Anthony shares an analogy of the four bases of risk as a way to introduce the concept to your clients. 

Mar 17, 2022 2:09 pm

New Client-Facing PowerPoint Presentations

By |2022-03-18T10:03:39-05:00March 17th, 2022|Categories: Uncategorized|

New Client-Facing PowerPoint Presentations

Thank you to everyone who participated in our Learning Hour Call on March 17th.

Steve and Amy introduced two new client-facing PowerPoint presentations and discussed how you can integrate them into your process:

  • “A New Money Conversation for Couples”
    • Presentation pairs with our Fiscalosophy tool
    • Available on the Marketing page of the Resource Center
    • Not visible to Retirement Coaching-only or $Lifeline-only members
  • “Plan for Life’s Major Moments”
    • Presentation pairs with our $Lifeline tool
    • Available on the Marketing page of the Resource […]
Mar 10, 2022 2:13 pm

Context Openers for a New Dialogue

By |2022-03-10T14:13:56-06:00March 10th, 2022|Categories: ROL Blog|Tags: , , , , |

ROL Advisor's Mitch Anthony discusses three openers for new conversations that provide context and gain permission to proceed.

Feb 24, 2022 11:30 am

The Listening E.A.R. : Establish Context, Ask the Question, & Respond Reflectively

By |2022-02-24T11:30:30-06:00February 24th, 2022|Categories: ROL Blog|Tags: , , , , |

ROL Advisor's Mitch Anthony discusses The Listening E.A.R., a process for deepening dialogues with your clients and prospects.

Jan 27, 2022 2:14 pm

Be an Empathetic Advisor

By |2022-01-27T14:14:58-06:00January 27th, 2022|Categories: ROL Blog|Tags: , , , , |

ROL Advisor's Mitch Anthony discusses how to be an empathetic advisor by focusing on your client's life, not their money.

Dec 24, 2021 9:05 am

Grow You

By |2021-12-24T09:05:07-06:00December 24th, 2021|Categories: ROL Blog|Tags: , |

Steve Sanduski explains why one of the building blocks of growing an enduring business is to Grow You.

Go to Top