Uncover Your Clients’ Perspectives About Money With Consistency
Watch ROL Advisor member Kurt Box discuss using ROL Advisor's Fiscalosophy tool to discover clients' perspectives about money.
Jun 29, 2023
4:25 pm
Jun 15, 2023
2:07 pm
How Retirement Planning is Changing from a 3-Phase Model to a Multi-Phase Model (Part 3 of 3)
In Part 3 of this three-part video series, Steve Sanduski, CFP® reviews how following a Palette of Life Model will change retirement planning.
Jun 1, 2023
9:55 am
How Retirement Planning is Changing from a 3-Phase Model to a Multi-Phase Model (Part 2 of 3)
In Part 2 of this three-part video series, Steve Sanduski, CFP® explores what's driving the multi-stage or Palette of Life model of retirement.
May 18, 2023
1:36 pm
How Retirement Planning is Changing from a 3-Phase Model to a Multi-Phase Model (Part 1 of 3)
In Part 1 of this three-part series, Steve Sanduski, CFP® defines our current three-phase retirement model and how it is evolving.
Mar 23, 2023
1:30 pm
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 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.