Aug 11, 2022 1:27 pm

How Structural Thinking Affects Your Clients’ Behavior

By |2022-08-11T13:27:07-05:00August 11th, 2022|Categories: ROL Blog|Tags: , , , , , |

ROL Advisor's Steve Sanduski, CFP® discusses what structural thinking is and how it impacts your clients' actions.

Jul 28, 2022 10:26 am

Relational and Technical Aspects of Financial Planning

By |2022-07-28T10:26:05-05:00July 28th, 2022|Categories: ROL Blog|Tags: , , , , |

Financial advisor Natalie Taylor spoke with ROL Advisor's Steve Sanduski about how technology alone won't fulfill financial planning needs.

Jul 14, 2022 12:04 pm

Evolution of Advisor Competencies – Part II

By |2022-07-15T09:07:05-05:00July 14th, 2022|Categories: ROL Blog|Tags: , , , |

ROL Advisor's Steve Sanduski, CFP® and Mitch Anthony discuss different types of financial planning with Sarah D. Asebedo, Ph.D. & CFP©.

Jun 30, 2022 1:39 pm

Evolution of Advisor Competencies – Part I

By |2022-07-15T09:14:45-05:00June 30th, 2022|Categories: ROL Blog|Tags: , , , |

ROL Advisor's Mitch Anthony and Sarah D. Asebedo, Ph.D. & CFP© discuss how advisors' competencies have evolved.

Jun 16, 2022 2:54 pm

How an Advisor Can Create Their “My Why Story” – Part I

By |2022-06-16T14:54:59-05:00June 16th, 2022|Categories: ROL Blog|Tags: , , , , , |

Mitch Anthony and Steve Sanduski discuss questions to help you identify your own "My Why" story and when to share it.

Go to Top