How Does Your View of Independence Affect Your ROL?
Independence is a value that’s central to how we feel about and use our money. When we feel financially free, we experience more ROL.
Jan 12, 2024
9:06 am
Jan 4, 2024
4:36 pm
Setting 2024 Goals with Key Results & Activities
In this three-minute excerpt from a recent members-only Learning Hour, ROL Advisor’s Steve Sanduski, CFP® shares tips for how many quarterly initiatives to set to achieve your annual goals, which includes having a key result and activities assigned to each.
Dec 21, 2023
1:17 pm
How Much Is Enough?
ROL Advisor’s Mitch Anthony & Steve Sanduski, CFP® discuss the concept of "Enough," which many affluent individuals struggle with.
Dec 15, 2023
8:46 am
Longer Lifespans Require Planning for a High ROL in Retirement
Encourage your audience to start making purposeful investments in their lifespans to maximize Return on Life in their 70s, 80s, and beyond.
Dec 7, 2023
11:27 am
Money Goes in Motion When Life Goes in Transition
In this four-minute excerpt from a recent members-only Learning Hour, ROL Advisor’s Mitch Anthony describes how having life transition discussions with your clients puts you in the position to gain additional assets.
Nov 22, 2023
10:25 pm
Money Implications of Life Transitions
In this four-minute excerpt from a recent members-only Learning Hour, watch ROL Advisor’s Mitch Anthony explain how he discovered 60 life transitions, all of which can have financial implications for your clients' lives.
Nov 17, 2023
9:05 am
What Should You Consider Before Relocating for Your Career?
Three things that workers should think about before sacrificing their career freedom and relocating for a job.
Nov 9, 2023
11:06 am
What Are Life Transitions and Why It Matters
In this two-minute excerpt from a recent members-only Learning Hour, ROL Advisor's Mitch Anthony defines life transitions and how they differ from your client's goals.
Oct 26, 2023
11:44 am
How to Elicit Stories from Clients
Mitch Anthony shares questions advisors can use to discover clients' stories from their past, present, and the future they want.
Oct 20, 2023
9:09 am
Do You Need a Sabbatical in Retirement?
Three reasons why your audience should consider working with an advisor to build a sabbatical into their retirement $Lifelines.