Hear how ROL Advisor member Joni Lindquist shares the ROL Index and $Lifeline with prospects to differentiate the experience she provides.
ROL Advisor's Mitch Anthony discusses how asking better questions can lead to a more purposeful dialog with clients.
Watch ROL Advisor member Kurt Box discuss using ROL Advisor's Fiscalosophy tool to discover clients' perspectives about money.
Encourage folks who are relocating in retirement to build a new social network that will improve their new home’s Return on Life.
In Part 3 of this three-part video series, Steve Sanduski, CFP® reviews how following a Palette of Life Model will change retirement planning.
ROL Advisor's Mitch Anthony explains how "Where are you from?" can help advisors understand why clients are who they are.
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.
Three reasons why thinking about a career as a jungle gym could help your audience achieve more and improve Return on Life.
In Part 1 of this three-part series, Steve Sanduski, CFP® defines our current three-phase retirement model and how it is evolving.
ROL Advisor's Mitch Anthony explains why no amount of logic or rationale will get folks to ignore that gut feeling.