Ask Before You Tell
ROL Advisor's Mitch Anthony explains why asking questions is the key to learning more about your clients and improving discovery.
Aug 8, 2025
9:41 am
Aug 1, 2025
9:21 am
More Money or More Time
Steve Sanduski, CFP shares a visual tool that can help clients think about the relationship between their money and their time.
Jul 25, 2025
10:25 am
Managing a Family Retreat Across Generations
Before incorporating a family retreat into their legacy plans, your audience should discuss these three points with their heirs and advisor.
Jul 17, 2025
11:52 am
Erosion of Dialogue
Steve Sanduski explains how social media impacts the depth and quality of financial dialogue clients are receiving.
Jul 11, 2025
9:08 am
It’s Not Grandma’s Problem – It’s Yours
ROL Advisor's Mitch Anthony explains why advisors should use "The Grandma Rule" when explaining concepts to their clients.
Jul 3, 2025
9:23 am
Third Derivative Level of Preparation
Steve Sanduski, CFP® explains how thorough preparation can help advisors prevent missed opportunities and lost sales.
Jun 27, 2025
9:21 am
Planning a Family Summer for ROL
These tips will help your audience create a family summer calendar that will give everyone something to do even when they're not busy.
Jun 19, 2025
10:41 am
Use Conversation Frameworks to Avoid Awkwardness
In a recent ROL Advisor Learning Hour, Mitch Anthony explained how to alleviate awkward conversations by using conversation frameworks.
Jun 13, 2025
9:16 am
Anger Can Be a Useful Visitor but a Destructive Resident
ROL Advisor's Mitch Anthony explains why we must allow a place for both anger as well as compassion to be a force for good.
Jun 6, 2025
9:08 am
3 Types of Questions
Steve Sanduski, CFP® shares three unique types of questions that advisors can adapt to their discovery processes.