Become a Better Opener to Close More Business
ROL Advisor's Mitch Anthony explains how a better discovery process can open the door to more possibilities and more business.
Sep 2, 2022
9:54 am
Aug 26, 2022
9:06 am
When We Seek to Understand We Become Understood
ROL Advisor's Mitch Anthony explains that when you understand your clients they will give more weight to your views and perspectives.
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.
Aug 5, 2022
9:23 am
Understanding Your Client’s Roots
Have you taken the time to understand the principles your clients hold near and dear? We all feel a sense of connection to our roots.
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©.
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.