conversation Archives

When Should Advisors’ Stories Be Shared?
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May 4, 2023 11:15 am

When Should Advisors’ Stories Be Shared?

By Steve Sanduski, CFP®|2023-05-09T13:54:15-05:00May 4th, 2023|Categories: ROL Blog|Tags: communication, conversation, discovery, practice management, stories|

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.

Defining Conversations (Part 2 of 2)

By Steve Sanduski, CFP®|2023-04-20T13:55:00-05:00April 20th, 2023|Categories: ROL Blog|Tags: communication, conversation, discovery, practice management|

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

Defining Conversations (Part 1 of 2)

By Steve Sanduski, CFP®|2023-04-10T09:13:12-05:00April 6th, 2023|Categories: ROL Blog|Tags: communication, conversation, discovery, practice management|

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