Developing a Relational Mindset (Webinar Replay)
Mitch Anthony, Blain Wease, and Steve Sanduski explain how a relational mindset can benefit your clients and set you apart.
Sep 29, 2022
11:02 am
Sep 22, 2022
10:16 am
Context Openers for New Dialogues Part II
In this 2-minute video, Mitch Anthony shares 3 context openers that will help you to introduce a new line of questions to your clients and prospects.
Sep 8, 2022
11:52 am
Context Openers for New Dialogues
In this 2-minute video, watch Mitch Anthony define the concept of Return on Life and describe dialogues advisors can open with their clients.
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.
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.