How to Leverage “Perception” to Achieve Your Goals
Four specific tools you can use to improve the connection between what you see and what you do and boost your odds of achieving goals.
Dec 18, 2025
1:12 pm
Aug 1, 2025
9:21 am
More Money or More Time
Steve Sanduski, CFP shares a visual tool that can help clients think about the relationship between their money and their time.
Nov 1, 2024
10:04 am
Separating True Gold Goals From Fool’s Gold
ROL Advisor's Mitch Anthony explains how resilience can help us differentiate between what we can and can't control in life.
Jan 4, 2024
4:36 pm
Setting 2024 Goals with Key Results & Activities
In this three-minute excerpt from a recent members-only Learning Hour, ROL Advisor’s Steve Sanduski, CFP® shares tips for how many quarterly initiatives to set to achieve your annual goals, which includes having a key result and activities assigned to each.
May 26, 2023
9:10 am
Is Your Career a Ladder or a Jungle Gym?
Three reasons why thinking about a career as a jungle gym could help your audience achieve more.
Sep 18, 2024
9:30 am
(Global) Planning a Big Family Trip
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Study after study has found that spending money on experiences is far more rewarding than spending money on stuff. So imagine how rewarding it will feel to plan a big family vacation that creates lasting memories and improves ROL for multiple generations of your loved ones.
Hopefully the challenge of arranging all the details will be part of the fun, because getting so many people on the same page will be no small feat. Use this […]
Jan 6, 2023
9:21 am
SMART Goals for New Year’s Resolutions
Setting SMART goals can help you establish a plan to hit your targets in 2023.
Dec 9, 2022
9:30 am
Achieve More in Life and Feel Good About the Results
These strategies will help your clients set better goals, achieve them, and feel better about themselves while doing so.
Jan 24, 2024
8:56 am
Rest in Your Accomplishments
Rest in your accomplishments, rich man, and pride will rest in you.
There is no rest in the pursuit of purpose. We only have so many days and the wise in heart know to “number those days.” If we’re looking backward for affirmation we enter a slippery slope where we are pointing to our former selves in hopes of anchoring our identity in what is past. This is where pride enters and prevents us from new pursuits, new challenges and new possibilities. There […]
Jan 18, 2024
9:04 pm
Eric Clarke: Mastering the Transition from CEO to Fulfilling Semi-Retirement
Eric Clarke: Mastering the Transition from CEO to Fulfilling Semi-Retirement
Thank you to everyone who participated in our Learning Hour call on January 18th.
And a special thanks to Eric Clarke, the founder and former CEO of Orion Advisor, for sharing his experiences transitioning from a high-profile CEO role to a fulfilling semi-retirement.
Some of the topics Eric covered with Steve and Mitch include:
- Insights into Transitioning Roles: Understand the psychological and financial implications of moving from an active career to semi-retirement.
- Redefining Purpose: Explore strategies for […]