Recovering From Mistakes
In a recent ROL Advisor Learning Hour, Steve Sanduski shares how to turn mistakes into opportunities for growth.
May 22, 2025
1:02 pm
Apr 24, 2025
12:46 pm
Hospitality in the AI Era
In a recent ROL Advisor Learning Hour, Steve Sanduski shares how to leverage technology while providing world-class hospitality.
Mar 27, 2025
11:14 am
Hospitality in Action: The Dirty Water Hot Dog
In a recent ROL Advisor Learning Hour, Steve Sanduski, CFP® shares a story about how to elevate your service to hospitality.
Feb 27, 2025
3:11 pm
Service vs. Hospitality
ROL Advisor's Steve Sanduski, CFP® explains how understanding service vs. hospitality can elevate the client experience.
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 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 19, 2024
1:33 pm
Referrals: Training & Follow-Up
In part four of a five-part video series about referrals, Amy Koenig shares what to do after you get a referral from a client and how to train your clients to introduce you to their friends and family.
Dec 5, 2024
12:04 pm
Referrals: How to Ask
In part three of a five-part video series about referrals, Amy Koenig shares examples of how to ask for introductions to your clients' friends and family.
Nov 21, 2024
1:12 pm
Referrals: When to Ask
In part two of a five-part video series about referrals, Amy Koenig shares when asking for introductions is best received.
Nov 7, 2024
12:40 pm
Referrals: Who to Ask
In part one of a five-part video series about referrals, Amy Koenig shares how to identify which clients you want to replicate.