competencies

Relational and Technical Aspects of Financial Planning
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Jul 28, 2022 10:26 am

Relational and Technical Aspects of Financial Planning

By Steve Sanduski, CFP®|2022-07-28T10:26:05-05:00July 28th, 2022|Categories: ROL Blog|Tags: competencies, conversations, discovery, Life-Centered Planning, technology|

Financial advisor Natalie Taylor spoke with ROL Advisor's Steve Sanduski about how technology alone won't fulfill financial planning needs.

Evolution of Advisor Competencies – Part II
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Jul 14, 2022 12:04 pm

Evolution of Advisor Competencies – Part II

By Steve Sanduski, CFP®|2022-07-15T09:07:05-05:00July 14th, 2022|Categories: ROL Blog|Tags: competencies, conversations, discovery, Life-Centered Planning|

ROL Advisor's Steve Sanduski, CFP® and Mitch Anthony discuss different types of financial planning with Sarah D. Asebedo, Ph.D. & CFP©.

Evolution of Advisor Competencies – Part I
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Jun 30, 2022 1:39 pm

Evolution of Advisor Competencies – Part I

By Steve Sanduski, CFP®|2022-07-15T09:14:45-05:00June 30th, 2022|Categories: ROL Blog|Tags: competencies, conversations, discovery, Life-Centered Planning|

ROL Advisor's Mitch Anthony and Sarah D. Asebedo, Ph.D. & CFP© discuss how advisors' competencies have evolved.