behavior

Mar 23, 2023 1:30 pm

Financial Therapy Bridges the Gap (Part 2 of 2)

By |2023-03-23T13:30:22-05:00March 23rd, 2023|Categories: ROL Blog|Tags: , , , , |

Mitch Anthony & Steve Sanduski, CFP® interview Sonya Lutter about Financial Therapy and how past behavior predicts future behavior.

Oct 20, 2022 10:03 am

Creating Experiences Versus Transactions

By |2022-10-21T09:13:47-05:00October 20th, 2022|Categories: ROL Blog|Tags: , , , , |

In this 2-minute video, watch Steve discuss why advisors should help create experiences for clients that will improve Return on Life right now, not just in the future. 

Sep 29, 2022 11:02 am

Developing a Relational Mindset (Webinar Replay)

By |2022-09-29T11:02:05-05:00September 29th, 2022|Categories: ROL Blog|Tags: , , , , |

Mitch Anthony, Blain Wease, and Steve Sanduski explain how a relational mindset can benefit your clients and set you apart.

Sep 22, 2022 10:16 am

Context Openers for New Dialogues Part II

By |2022-09-22T10:16:15-05:00September 22nd, 2022|Categories: ROL Blog|Tags: , , , , |

In this 2-minute video, Mitch Anthony shares 3 context openers that will help you to introduce a new line of questions to your clients and prospects.

Sep 8, 2022 11:52 am

Context Openers for New Dialogues

By |2022-09-09T09:30:49-05:00September 8th, 2022|Categories: ROL Blog|Tags: , , , , |

In this 2-minute video, watch Mitch Anthony define the concept of Return on Life and describe dialogues advisors can open with their clients.

Aug 11, 2022 1:27 pm

How Structural Thinking Affects Your Clients’ Behavior

By |2022-08-11T13:27:07-05:00August 11th, 2022|Categories: ROL Blog|Tags: , , , , , |

ROL Advisor's Steve Sanduski, CFP® discusses what structural thinking is and how it impacts your clients' actions.

Go to Top