The Silent Shift of Wealth to Women
During a recent Learning Hour, Steve Sanduski, CFP® shares why women fire their advisors and solutions to retain them.
Dec 4, 2025
12:19 pm
Nov 6, 2025
11:11 am
The Great Wealth Transfer & Why It Matters
Steve Sanduski, CFP® discusses working with high-net-worth families and preparing for the Great Wealth Transfer.
Oct 9, 2025
1:26 pm
Tools for Meaningful Client Engagement
Mitch Anthony and Steve Sanduski, CFP® explain how to increase client engagement using the ROL Advisor tools.
Sep 11, 2025
10:54 am
Today’s Attention Economy
Mitch Anthony and Steve Sanduski, CFP® share how financial advisors can compete for attention by slowing the conversation.
Aug 14, 2025
10:52 am
Conversation Saboteurs
ROL Advisor's Mitch Anthony discusses how to identify and respond when conversation saboteurs creep up in conversation.
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.
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.
May 22, 2025
1:02 pm
Recovering From Mistakes
In a recent ROL Advisor Learning Hour, Steve Sanduski shares how to turn mistakes into opportunities for growth.
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.