Creating Experiences Versus Transactions
In this 2-minute video, watch Steve discuss why advisors should help create experiences for clients that will improve Return on Life right now, not just in the future.
In this 2-minute video, watch Steve discuss why advisors should help create experiences for clients that will improve Return on Life right now, not just in the future.
Mitch Anthony, Blain Wease, and Steve Sanduski explain how a relational mindset can benefit your clients and set you apart.
In this 2-minute video, Mitch Anthony shares 3 context openers that will help you to introduce a new line of questions to your clients and prospects.
In this 2-minute video, watch Mitch Anthony define the concept of Return on Life and describe dialogues advisors can open with their clients.
ROL Advisor's Steve Sanduski, CFP® discusses what structural thinking is and how it impacts your clients' actions.
Financial advisor Natalie Taylor spoke with ROL Advisor's Steve Sanduski about how technology alone won't fulfill financial planning needs.
ROL Advisor's Steve Sanduski, CFP® and Mitch Anthony discuss different types of financial planning with Sarah D. Asebedo, Ph.D. & CFP©.
ROL Advisor's Mitch Anthony and Sarah D. Asebedo, Ph.D. & CFP© discuss how advisors' competencies have evolved.
Mitch Anthony and Steve Sanduski discuss questions to help you identify your own "My Why" story and when to share it.
Mitch Anthony and Steve Sanduski discuss questions to help you identify your own "My Why" story and when to share it.