Service vs. Hospitality
ROL Advisor's Steve Sanduski, CFP® explains how understanding service vs. hospitality can elevate the client experience.
Feb 27, 2025
3:11 pm
Feb 21, 2025
10:31 am
What the Questions Are Leading Toward
ROL Advisor's Mitch Anthony challenges advisors to reexamine their discovery process and analyze what their questions are leading toward.
Feb 14, 2025
9:30 am
3 Keys to Getting Your Firm to Run Without You for a Year
ROL Advisor's Steve Sanduski explains why building a firm that can run without you is the mark of having a real business.
Feb 7, 2025
9:22 am
Will a Pet Increase Your ROL?
Seniors who are willing to accept the responsibilities will find that a pet can add a lot joy in retirement.
Jan 30, 2025
1:21 pm
How Will You Compete in the Future?
ROL Advisor's Steve Sanduski, CFP® discusses how advisors should prepare themselves and their firms for the future of advice.
Jan 24, 2025
9:16 am
The Direction Our Money Must Take
ROL Advisor's Mitch Anthony explains that money can fund a purpose but it cannot find a purpose, especially in retirement.
Jan 17, 2025
9:27 am
The First Principle of Hiring
Steve Sanduski explains why the first principle of hiring is to build a company that is a great place to be from.
Jan 10, 2025
9:20 am
Build a Career to Provide the Greatest ROL
Here are three ways to achieve the essential harmony between career, relationships, and personal interests and passions.
Jan 2, 2025
10:28 am
Referrals: Is Your Firm Referral-Worthy
In the final video in our series about referrals, Steve Sanduski shares how to test if your firm is referral-worthy by identifying your top 10 clients and writing a testimonial for each.
Dec 27, 2024
9:21 am
The Legacy Dialogue
ROL Advisor's Mitch Anthony on why we should begin to think about legacy beginning today instead of when we are gone.