The Legacy Leap: Show Up Early or Miss Being Invited
Mitch Anthony and Steve Sanduski, CFP share why heirs "fire" their parents' advisor and solutions to attract them.
Jan 2, 2026
9:36 am
Dec 26, 2025
9:59 am
Operating Attitudes #3
ROL Advisor's Mitch Anthony explains why humility is simply an admission to being human and why we should all try to be more humble.
Dec 4, 2025
12:19 pm
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.
Nov 28, 2025
8:56 am
Operating Attitudes #2
ROL Advisor's Mitch Anthony explains how demonstrating curiosity can help you stand out from the pack and appreciate other people.
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.
May 4, 2023
11:15 am
When Should Advisors’ Stories Be Shared?
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)
In Part 2 of this video series, Mitch Anthony discusses how to ensure clients walk away from important conversations satisfied.