Financial Therapy Bridges the Gap (Part 2 of 2)
Mitch Anthony & Steve Sanduski, CFP® interview Sonya Lutter about Financial Therapy and how past behavior predicts future behavior.
Mar 23, 2023
1:30 pm
Mar 9, 2023
12:41 pm
Financial Therapy Bridges the Gap (Part 1 of 2)
Mitch Anthony & Steve Sanduski, CFP® interview Sonya Lutter about Financial Therapy and how to identify financial stresses in clients’ lives.
Feb 23, 2023
10:57 am
Maslow Meets Retirement (Part 3 of 3)
In Part 3 of this three-part video series, Mitch Anthony covers how to use the Income/Outcome Worksheet with your clients.
Feb 9, 2023
2:08 pm
Maslow Meets Retirement (Part 2 of 3)
In Part 2 of this video series, Mitch Anthony discusses the bottom 3 rungs of the ROL Retirement Hierarchy: Survival, Safety and Freedom.
Jan 26, 2023
2:28 pm
Maslow Meets Retirement (Part 1 of 3)
In Part 1 of this three-part video series, Mitch Anthony provides an overview of Maslow's Hierarchy of Needs and the reimagined ROL Retirement Hierarchy.
Dec 29, 2022
11:34 am
Finish the Year Strong Part 5: Be Consistent in Your Messaging
In Part 5 of this five-part series, Steve Sanduski discusses how to deliver a consistent message in your communication with prospects and clients.
Dec 15, 2022
1:57 pm
Finish the Year Strong Part 4: Focus on Your Ideal Clients
In Part 4 of this five-part series, Steve Sanduski discusses how to focus on your ideal clients.
Dec 1, 2022
10:31 am
Finish the Year Strong Part 3: Commit to Being a Top 10% Advisory Firm
In Part 3 of this five-part series, Steve Sanduski discusses how to commit to being a top 10% advisory firm.
Nov 17, 2022
2:07 pm
Finish the Year Strong Part 2: Be Accountable for Results
In Part 2 of this five-part series, watch Steve Sanduski discuss the importance of being accountable for your results.
Nov 3, 2022
10:31 am
Finish the Year Strong Part 1: Develop Your Guiding Philosophy
In Part 1 of this five-part series, watch Steve Sanduski discuss how to develop your guiding philosophy.