Humor Can Melt Away Resistance
ROL Advisor's Mitch Anthony discusses why humor is unmatched in its ability to topple defenses and how to go miles with smiles.
Aug 4, 2023
9:12 am
Jul 7, 2023
9:02 am
49 Out of 60
ROL Advisor's Mitch Anthony discusses how asking better questions can lead to a more purposeful dialog with clients.
Jun 9, 2023
9:46 am
Where Are You From?
ROL Advisor's Mitch Anthony explains how "Where are you from?" can help advisors understand why clients are who they are.
Oct 20, 2022
10:03 am
Creating Experiences Versus Transactions
In this 2-minute video, watch Steve discuss why advisors should help create experiences for clients that will improve their lives right now, not just in the future.
Sep 29, 2022
11:02 am
Developing a Relational Mindset (Webinar Replay)
Mitch Anthony, Blain Wease, and Steve Sanduski explain how a relational mindset can benefit your clients and set you apart.
Sep 22, 2022
10:16 am
Context Openers for New Dialogues Part II
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.
Sep 8, 2022
11:52 am
Context Openers for New Dialogues
In this 2-minute video, watch Mitch Anthony describes dialogues advisors can open with their clients.
Aug 11, 2022
1:27 pm
How Structural Thinking Affects Your Clients’ Behavior
ROL Advisor's Steve Sanduski, CFP® discusses what structural thinking is and how it impacts your clients' actions.
Jul 28, 2022
10:26 am
Relational and Technical Aspects of Financial Planning
Financial advisor Natalie Taylor spoke with ROL Advisor's Steve Sanduski about how technology alone won't fulfill financial planning needs.
Jul 14, 2022
12:04 pm
Evolution of Advisor Competencies – Part II
ROL Advisor's Steve Sanduski, CFP® and Mitch Anthony discuss different types of financial planning with Sarah D. Asebedo, Ph.D. & CFP©.