Mar 16, 2022 3:16 pm

Increasing the Value of Advice by Focusing on Life-Centered Planning for Transitions Not Goals

By |2022-04-04T13:36:58-05:00March 16th, 2022|Categories: In the Media, Podcast|

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In this episode, we talk about the importance of language in financial planning. The difference between having good rapport with clients and really building a relationship with them, why asking clients the right questions is all about engaging them by making them feel like they’re answering the questions they’ve always wanted to talk about anyway, and why the best way to demonstrate the ongoing value of financial planning is not about helping clients to reach their goals, but […]

Mar 16, 2022 3:12 pm

Designing a Discovery Process to Maximize Return on Life

By |2022-04-04T13:20:31-05:00March 16th, 2022|Categories: In the Media, Podcast|

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“Money can’t find a purpose, but money can fund a purpose.” – Mitch Anthony

The best conversations with clients and prospective clients have two things in common:

  1. They create trust and connection with the person that allows them to open up and freely share with you information they likely have never shared with anyone else
  2. They unearth and yield valuable information and stories about the person (both personal and financial) that provides the insights you need to help them […]
Mar 4, 2022 3:24 pm

Steve Sanduski with ROL Advisor and Jason Pereira

By |2022-04-04T13:32:00-05:00March 4th, 2022|Categories: In the Media, Podcast|

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In this episode of the Fintech Impact, Jason is going to talk to Steve Sanduski, Co-founder of ROL Advisor. ROL Advisor is an online platform that helps advisors or helps coach advisors through a process to help clients focus on return on life as opposed to returning on their investments.

3 Key Points

  1. Often, financial advisors get a little frustrated when they see the behavior of their client, and they can’t understand why the client is doing this […]

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