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.
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.
During a recent members-only Learning Hour, ROL Advisor's Mitch Anthony and Steve Sanduski discussed how advisors can help clients feel comfortable to share stories by sharing their own.
Here are two reasons why you should consider plotting a dream vacation right next to retirement on your $Lifeline.
In Part 2 of this video series, Mitch Anthony discusses how to ensure clients walk away from important conversations satisfied.
ROL Advisor's Mitch Anthony asks, Do you illuminate your clients? Or does your process keep them in the dark?
In Part 1 of this two-part video series, Mitch Anthony discusses his new book and explains why conversations are a lost art.