Could Seasonal Employment in Retirement Be Right for You?
8 seasonal employment options that could add some variety to clients' retirement routines and improve Return on Life.
Mar 3, 2023
9:40 am
Feb 17, 2023
9:37 am
Questions Bring Clarity
ROL Advisor's Mitch Anthony explains why asking good questions is essential for advisors to create alignment with their clients.
Mar 23, 2023
1:30 pm
Financial Therapy Bridges the Gap (Part 2 of 2)
Mitch Anthony & Steve Sanduski, CFP® interview Sonya Lutter about Financial Therapy and how past behavior predicts future behavior.
Mar 9, 2023
12:41 pm
Financial Therapy Bridges the Gap (Part 1 of 2)
Mitch Anthony & Steve Sanduski, CFP® interview Sonya Lutter about Financial Therapy and how to identify financial stresses in clients’ lives.
Feb 23, 2023
10:57 am
Maslow Meets Retirement (Part 3 of 3)
In Part 3 of this three-part video series, Mitch Anthony covers how to use the Income/Outcome Worksheet with your clients.
Feb 9, 2023
2:08 pm
Maslow Meets Retirement (Part 2 of 3)
In Part 2 of this video series, Mitch Anthony discusses the bottom 3 rungs of the ROL Retirement Hierarchy: Survival, Safety and Freedom.
Feb 2, 2023
2:05 pm
5 Steps to Address Concern About an Aging Parent
These five steps will help you get the help you’ll need to make sure your aging parent is safe, cared for, and financially secure.
Jan 26, 2023
2:28 pm
Maslow Meets Retirement (Part 1 of 3)
In Part 1 of this three-part video series, Mitch Anthony provides an overview of Maslow's Hierarchy of Needs and the reimagined ROL Retirement Hierarchy.
Jan 6, 2023
9:21 am
SMART Goals for New Year’s Resolutions
Setting SMART goals can help you establish a plan to hit your targets in 2023 and improve your Return on Life.
Dec 29, 2022
11:34 am
Finish the Year Strong Part 5: Be Consistent in Your Messaging
In Part 5 of this five-part series, Steve Sanduski discusses how to deliver a consistent message in your communication with prospects and clients.