Consistently Coach Your Clients into Retirement
Hear how ROL Advisor member Randy Franklin uses a story to coach clients nearing retirement on the importance of what they are retiring TO.
Hear how ROL Advisor member Randy Franklin uses a story to coach clients nearing retirement on the importance of what they are retiring TO.
Hear how ROL Advisor member Joni Lindquist shares the ROL Index and $Lifeline with prospects to differentiate the experience she provides.
Watch ROL Advisor member Kurt Box discuss using ROL Advisor's Fiscalosophy tool to discover clients' perspectives about money.
Encourage folks who are relocating in retirement to build a new social network that will improve their new home’s Return on Life.
In Part 3 of this three-part video series, Steve Sanduski, CFP® reviews how following a Palette of Life Model will change retirement planning.
In Part 2 of this three-part video series, Steve Sanduski, CFP® explores what's driving the multi-stage or Palette of Life model of retirement.
Three reasons why thinking about a career as a jungle gym could help your audience achieve more and improve Return on Life.
In Part 1 of this three-part series, Steve Sanduski, CFP® defines our current three-phase retirement model and how it is evolving.
During a recent members-only Learning Hour, ROL Advisor's Mitch Anthony and Steve Sanduski discussed how advisors can help clients feel comfortable to share stories by sharing their own.
Here are two reasons why you should consider plotting a dream vacation right next to retirement on your $Lifeline.