How Structural Thinking Affects Your Clients’ Behavior
ROL Advisor's Steve Sanduski, CFP® discusses what structural thinking is and how it impacts your clients' actions.
Aug 11, 2022
1:27 pm
Aug 5, 2022
9:23 am
Understanding Your Client’s Roots
Have you taken the time to understand the principles your clients hold near and dear? We all feel a sense of connection to our roots.
Jul 28, 2022
10:26 am
Relational and Technical Aspects of Financial Planning
Financial advisor Natalie Taylor spoke with ROL Advisor's Steve Sanduski about how technology alone won't fulfill financial planning needs.
Jul 22, 2022
8:23 am
Should You Become a Teacher in Retirement?
Answering these three questions will help you decide if you should become a teacher in retirement and give back what you've learned.
Jul 14, 2022
12:04 pm
Evolution of Advisor Competencies – Part II
ROL Advisor's Steve Sanduski, CFP® and Mitch Anthony discuss different types of financial planning with Sarah D. Asebedo, Ph.D. & CFP©.
Jul 8, 2022
9:09 am
Triggering Their Inner Telescope
ROL Advisor's Mitch Anthony explains how to help clients broaden their perspectives and arrive at better decisions.
Jun 30, 2022
1:39 pm
Evolution of Advisor Competencies – Part I
ROL Advisor's Mitch Anthony and Sarah D. Asebedo, Ph.D. & CFP© discuss how advisors' competencies have evolved.
Jun 23, 2022
3:53 pm
Utilize Your Career Talents on a Corporate or Nonprofit Board
Here are three questions to ask yourself if you think that serving on a board might improve your Return on Life in retirement.
Jun 16, 2022
2:54 pm
How an Advisor Can Create Their “My Why Story” – Part I
Mitch Anthony and Steve Sanduski discuss questions to help you identify your own "My Why" story and when to share it.
Jun 10, 2022
9:31 am
Actions Make Differences That Intentions Don’t
ROL Advisor's Mitch Anthony uses some parenting memories to explain why our intentions don’t shape our destiny, our actions do.