Intro to the Power of Masterful Storytelling
ROL Advisor's Steve Sanduski explains how masterful storytelling is a powerful way to connect with others.
Aug 24, 2023
3:55 pm
Aug 10, 2023
3:17 pm
Double Down on Your Humanness to Compete in the Future
In this five-minute excerpt from a recent Learning Hour, Steve Sanduski asks ROL Advisor members Kurt Box, Joni Lindquist, Randy Franklin, and Paul Peeler how the role of the financial advisor has evolved and how it will continue to change in the future.
Jul 27, 2023
11:09 am
Consistently Coach Your Clients into Retirement
Hear how ROL Advisor member Randy Franklin uses a story to coach clients nearing retirement on the importance of what they are retiring TO.
Jul 13, 2023
1:57 pm
Differentiate Your Value Consistently
Hear how ROL Advisor member Joni Lindquist shares the Money/Life Index and $Lifeline with prospects to differentiate the experience she provides.
Jun 29, 2023
4:25 pm
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 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.
Feb 12, 2025
12:24 am
Empower Yourself by Recognizing Your Freedom to Choose
To download this article: CLICK HERE
“When we are no longer able to change a situation,
we are challenged to change ourselves.”
– Viktor Frankl
We may not always be able to control the circumstances of a given situation we find ourselves in. But we always have the freedom to choose how we respond. The choice we make – and how we make it – often determines how well we survive the situation, and if we […]
Sep 18, 2024
9:30 am
(Global) Planning a Big Family Trip
To download this article: CLICK HERE
Study after study has found that spending money on experiences is far more rewarding than spending money on stuff. So imagine how rewarding it will feel to plan a big family vacation that creates lasting memories and improves ROL for multiple generations of your loved ones.
Hopefully the challenge of arranging all the details will be part of the fun, because getting so many people on the same page will be no small feat. Use this […]