Making an Impact in Retirement
ROL Advisor’s Mitch Anthony shares a story about a former doctor learning how to make an impact in retirement.
Jan 18, 2024
1:53 pm
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.
Dec 21, 2023
1:17 pm
How Much Is Enough?
ROL Advisor’s Mitch Anthony & Steve Sanduski, CFP® discuss the concept of "Enough," which many affluent individuals struggle with.
Dec 7, 2023
11:27 am
Money Goes in Motion When Life Goes in Transition
In this four-minute excerpt from a recent members-only Learning Hour, ROL Advisor’s Mitch Anthony describes how having life transition discussions with your clients puts you in the position to gain additional assets.
Nov 22, 2023
10:25 pm
Money Implications of Life Transitions
In this four-minute excerpt from a recent members-only Learning Hour, watch ROL Advisor’s Mitch Anthony explain how he discovered 60 life transitions, all of which can have financial implications for your clients' lives.
Nov 9, 2023
11:06 am
What Are Life Transitions and Why It Matters
In this two-minute excerpt from a recent members-only Learning Hour, ROL Advisor's Mitch Anthony defines life transitions and how they differ from your client's goals.
Oct 26, 2023
11:44 am
How to Elicit Stories from Clients
Mitch Anthony shares questions advisors can use to discover clients' stories from their past, present, and the future they want.
Oct 13, 2023
9:15 am
3 Places to Mine for Your Stories
ROL Advisor's Steve Sanduski offers ways to start uncovering your stories by looking at decision points, "aha" moments, and even stories heard from others.
Sep 28, 2023
1:30 pm
3 Types of Stories to Tell
Steve Sanduski discusses Humanizing, Non-Negotiable, and Teaching stories and when and how to use each story type.
Sep 14, 2023
10:08 am
The Science of Storytelling
Mitch Anthony shares the science behind how storytelling engages clients and prospects better than simply facts and figures.