3 Types of Questions
Steve Sanduski, CFP® shares three unique types of questions that advisors can adapt to their discovery processes.
Steve Sanduski, CFP® shares three unique types of questions that advisors can adapt to their discovery processes.
When they combine hobbies and volunteering, retirees can create synergies between what they love to do and what their community needs.
In a recent ROL Advisor Learning Hour, Steve Sanduski shares how to turn mistakes into opportunities for growth.
ROL Advisor's Mitch Anthony warns advisors not to be too in love with the sound of their own voices when speaking.
Steve Sanduski explains why advisors should "start with nothing" the next time they have a discovery conversation with a prospect.
Your audience can mix and match ideas from this list to build a new routine that will start mornings on the right foot.
In a recent ROL Advisor Learning Hour, Steve Sanduski shares how to leverage technology while providing world-class hospitality.
ROL Advisor's Mitch Anthony explains why advisors would be better off purging jargon from explanations and communicating with clarity.
Steve Sanduski discusses two tools he uses to help financial advisors decide, even when deep down they already know the best choice.
Three simple financial lessons that parents in your audience can teach their kids to illustrate the basics of investing.