How Much Impact Do You Want to Make?
Building a business optimizes for business growth and impact while building an income optimizes the tension between income and simplicity.
Sep 26, 2025
9:58 am
Sep 19, 2025
8:07 am
What Does Financial Independence Mean to You?
True financial independence isn’t a number. It’s feeling confident enough in your money to do things that will improve your life.
Sep 11, 2025
10:54 am
Today’s Attention Economy
Mitch Anthony and Steve Sanduski, CFP® share how financial advisors can compete for attention by slowing the conversation.
Aug 29, 2025
9:11 am
Decoding Your Emotions to Drive Top-Level Performance
Emotions contain information, and if you try to override that information by controlling it or ignoring it, you miss out on interpreting your lifetime’s worth of accumulated wisdom.
Aug 22, 2025
9:55 am
Should You Buy or Build Your Dream Home?
These three questions can help clients clarify what home really means and how the journey to their next home could impact their lives.
Aug 14, 2025
10:52 am
Conversation Saboteurs
ROL Advisor's Mitch Anthony discusses how to identify and respond when conversation saboteurs creep up in conversation.
Aug 1, 2025
9:21 am
More Money or More Time
Steve Sanduski, CFP shares a visual tool that can help clients think about the relationship between their money and their time.
Jul 25, 2025
10:25 am
Managing a Family Retreat Across Generations
Before incorporating a family retreat into their legacy plans, your audience should discuss these three points with their heirs and advisor.
Jul 17, 2025
11:52 am
Erosion of Dialogue
Steve Sanduski explains how social media impacts the depth and quality of financial dialogue clients are receiving.
Jul 3, 2025
9:23 am
Third Derivative Level of Preparation
Steve Sanduski, CFP® explains how thorough preparation can help advisors prevent missed opportunities and lost sales.