Referrals: Who to Ask
In part one of a five-part video series about referrals, Amy Koenig shares how to identify which clients you want to replicate.
Nov 7, 2024
12:40 pm
Oct 24, 2024
11:59 am
3 Coaching Tools to Enhance Your Discovery Process: Add New Questions
In our third and final video on discovery, Steve Sanduski shares three new types of questions to add to your toolkit.
Oct 18, 2024
9:14 am
Angel Investing for a Better ROI and ROL
This primer explains how folks can give back, innovate, and be a part of a new business success through angel investing.
Oct 10, 2024
9:56 am
3 Coaching Tools to Enhance Your Discovery Process: Storyboard Design
In the second of three videos on discovery, Steve Sanduski defines how you can use a client's past and present to inform their future.
Sep 26, 2024
11:26 am
3 Coaching Tools to Enhance Your Discovery Process: Start with Nothing
In the first of three videos on discovery, Steve Sanduski explores what it means to start with nothing to uncover more from your clients.
Sep 20, 2024
9:16 am
Thinking Positively to Improve Healthspan and ROL
Encourage your audience to incorporate these three mind hacks into their daily wellness routines to improve healthspan and life satisfaction.
Sep 12, 2024
12:30 pm
Human-Centric Advising: Understanding and Delivering What Clients Truly Need
Mitch Anthony and Steve Sanduski, CFP® discuss client-centric versus human-centric advice and how to truly meet client needs.
Aug 29, 2024
1:02 pm
Bouncing Back How to Guide Clients Through Setbacks
Mitch Anthony and Steve Sanduski, CFP® discuss how to address the unexpected with clients and build their confidence during setbacks.
Aug 23, 2024
9:18 am
Setting Fitness Goals in Retirement
Three tips to help retirees set fitness goals that will improve their health, their mood, and their schedules.
Aug 15, 2024
10:57 am
Use the Language of the Known to Explain the Unknown
Mitch Anthony and Steve Sanduski, CFP® discuss how to use language more effectively and unlock the power of metaphors.