Sep 29, 2022 11:02 am

Developing a Relational Mindset (Webinar Replay)

By |2022-09-29T11:02:05-05:00September 29th, 2022|Categories: ROL Blog|Tags: , , , , |

Mitch Anthony, Blain Wease, and Steve Sanduski explain how a relational mindset can benefit your clients and set you apart.

Sep 22, 2022 10:16 am

Context Openers for New Dialogues Part II

By |2022-09-22T10:16:15-05:00September 22nd, 2022|Categories: ROL Blog|Tags: , , , , |

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

By |2022-09-09T09:30:49-05:00September 8th, 2022|Categories: ROL Blog|Tags: , , , , |

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

By |2022-08-11T13:27:07-05:00August 11th, 2022|Categories: ROL Blog|Tags: , , , , , |

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

By |2022-07-28T10:26:05-05:00July 28th, 2022|Categories: ROL Blog|Tags: , , , , |

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

By |2022-07-15T09:07:05-05:00July 14th, 2022|Categories: ROL Blog|Tags: , , , |

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

By |2022-07-15T09:14:45-05:00June 30th, 2022|Categories: ROL Blog|Tags: , , , |

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

By |2022-06-16T14:54:59-05:00June 16th, 2022|Categories: ROL Blog|Tags: , , , , , |

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

By |2022-06-16T14:56:21-05:00June 2nd, 2022|Categories: ROL Blog|Tags: , , , , , |

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

By |2022-05-19T11:16:53-05:00May 19th, 2022|Categories: ROL Blog|Tags: , , , , , , , |

ROL Advisor's Mitch Anthony describes how using coaching skills can lead your clients to an EPIC retirement.

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