3 Types of Questions
Steve Sanduski, CFP® shares three unique types of questions that advisors can adapt to their discovery processes.
Jun 6, 2025
9:08 am
May 9, 2025
9:24 am
Start With Nothing
Steve Sanduski explains why advisors should "start with nothing" the next time they have a discovery conversation with a prospect.
Mar 13, 2025
2:58 pm
The Generous Listening Experience
Steve Sanduski explains how generous listening can help you have meaningful conversations with clients that go beyond the usual fact-finding.
Feb 21, 2025
10:31 am
What the Questions Are Leading Toward
ROL Advisor's Mitch Anthony challenges advisors to reexamine their discovery process and analyze what their questions are leading toward.
Oct 24, 2024
11:59 am
3 Coaching Tools to Enhance Your Discovery Process: Add New Questions
In our third and final video on discovery, Steve Sanduski shares three new types of questions to add to your toolkit.
Oct 10, 2024
9:56 am
3 Coaching Tools to Enhance Your Discovery Process: Storyboard Design
In the second of three videos on discovery, Steve Sanduski defines how you can use a client's past and present to inform their future.
Sep 26, 2024
11:26 am
3 Coaching Tools to Enhance Your Discovery Process: Start with Nothing
In the first of three videos on discovery, Steve Sanduski explores what it means to start with nothing to uncover more from your clients.
Oct 26, 2023
11:44 am
How to Elicit Stories from Clients
Mitch Anthony shares questions advisors can use to discover clients' stories from their past, present, and the future they want.
Aug 4, 2023
9:12 am
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.
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.