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©.
Jul 14, 2022
12:04 pm
Jun 30, 2022
1:39 pm
Evolution of Advisor Competencies – Part I
ROL Advisor's Mitch Anthony and Sarah D. Asebedo, Ph.D. & CFP© discuss how advisors' competencies have evolved.
Jun 16, 2022
2:54 pm
How an Advisor Can Create Their “My Why Story” – Part I
Mitch Anthony and Steve Sanduski discuss questions to help you identify your own "My Why" story and when to share it.
Jun 2, 2022
2:55 pm
How an Advisor Can Create Their “My Why Story” – Part II
Mitch Anthony and Steve Sanduski discuss questions to help you identify your own "My Why" story and when to share it.
May 19, 2022
11:10 am
Coaching Your Clients to an EPIC Retirement – Part II
ROL Advisor's Mitch Anthony describes how using coaching skills can lead your clients to an EPIC retirement.
May 5, 2022
9:37 am
Coaching Your Clients to an EPIC Retirement – Part I
ROL Advisor's Mitch Anthony describes how using coaching skills can lead your clients to an EPIC retirement.
Apr 21, 2022
10:17 am
Introducing Life-Centered Planning to Your Practice – Part II
ROL Advisor's Mitch Anthony interviews member Kris Dureau about how he put his understanding of Life-Centered Planning into action.
Apr 7, 2022
10:16 am
Introducing Life-Centered Planning to Your Practice – Part I
ROL Advisor's Mitch Anthony interviews member Kris Dureau about how he overcame his hesitancy and became a Life-Centered Planner.
Mar 24, 2022
10:57 am
Hit a Homerun with Risk Management Discussions
ROL Advisor's Mitch Anthony shares an analogy of the four bases of risk as a way to introduce the concept to your clients.
Mar 10, 2022
2:13 pm
Context Openers for a New Dialogue
ROL Advisor's Mitch Anthony discusses three openers for new conversations that provide context and gain permission to proceed.