Differentiate Your Value Consistently
Hear how ROL Advisor member Joni Lindquist shares the ROL Index and $Lifeline with prospects to differentiate the experience she provides.
Jul 13, 2023
1:57 pm
Jul 7, 2023
9:02 am
49 Out of 60
ROL Advisor's Mitch Anthony discusses how asking better questions can lead to a more purposeful dialog with clients.
Jun 29, 2023
4:25 pm
Uncover Your Clients’ Perspectives About Money With Consistency
Watch ROL Advisor member Kurt Box discuss using ROL Advisor's Fiscalosophy tool to discover clients' perspectives about money.
Jun 23, 2023
9:03 am
Building a Social Life after Relocating
Encourage folks who are relocating in retirement to build a new social network that will improve their new home’s Return on Life.
Jun 15, 2023
2:07 pm
How Retirement Planning is Changing from a 3-Phase Model to a Multi-Phase Model (Part 3 of 3)
In Part 3 of this three-part video series, Steve Sanduski, CFP® reviews how following a Palette of Life Model will change retirement planning.
Jun 9, 2023
9:46 am
Where Are You From?
ROL Advisor's Mitch Anthony explains how "Where are you from?" can help advisors understand why clients are who they are.
Jun 1, 2023
9:55 am
How Retirement Planning is Changing from a 3-Phase Model to a Multi-Phase Model (Part 2 of 3)
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.
May 26, 2023
9:10 am
Is Your Career a Ladder or a Jungle Gym?
Three reasons why thinking about a career as a jungle gym could help your audience achieve more and improve Return on Life.
May 18, 2023
1:36 pm
How Retirement Planning is Changing from a 3-Phase Model to a Multi-Phase Model (Part 1 of 3)
In Part 1 of this three-part series, Steve Sanduski, CFP® defines our current three-phase retirement model and how it is evolving.
May 12, 2023
9:05 am
The Intuitive “Gut Feeling”
ROL Advisor's Mitch Anthony explains why no amount of logic or rationale will get folks to ignore that gut feeling.