communication

May 4, 2023 11:15 am

When Should Advisors’ Stories Be Shared?

By |2023-05-09T13:54:15-05:00May 4th, 2023|Categories: ROL Blog|Tags: , , , , |

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.

Apr 20, 2023 1:50 pm

Defining Conversations (Part 2 of 2)

By |2023-04-20T13:55:00-05:00April 20th, 2023|Categories: ROL Blog|Tags: , , , |

In Part 2 of this video series, Mitch Anthony discusses how to ensure clients walk away from important conversations satisfied.

Apr 6, 2023 9:34 am

Defining Conversations (Part 1 of 2)

By |2023-04-10T09:13:12-05:00April 6th, 2023|Categories: ROL Blog|Tags: , , , |

In Part 1 of this two-part video series, Mitch Anthony discusses his new book and explains why conversations are a lost art.

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.

Mar 9, 2023 12:41 pm

Financial Therapy Bridges the Gap (Part 1 of 2)

By |2023-03-23T11:50:09-05:00March 9th, 2023|Categories: ROL Blog|Tags: , , , |

Mitch Anthony & Steve Sanduski, CFP® interview Sonya Lutter about Financial Therapy and how to identify financial stresses in clients’ lives.

Feb 23, 2023 10:57 am

Maslow Meets Retirement (Part 3 of 3)

By |2023-02-23T11:16:34-06:00February 23rd, 2023|Categories: ROL Blog|Tags: , , , |

In Part 3 of this three-part video series, Mitch Anthony covers how to use the Income/Outcome Worksheet with your clients.

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