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.
Three reasons why thinking about a career as a jungle gym could help your audience achieve more and improve Return on Life.
Setting SMART goals can help you establish a plan to hit your targets in 2023 and improve your Return on Life.
These strategies will help your clients set better goals, achieve them, and feel better about themselves while doing so.
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 […]
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:
It can be challenging for seniors to switch from a save to a spend mindset once they retire. Discuss these questions with your advisor.
ROL is an ongoing process that allows clients to balance in-the-moment enjoyment with their family’s long-term security.
If your clients are falling behind on goals or resolutions, this ghostwritten content suggests three strategies that could help.
