my why story

Jul 17, 2024 10:07 am

When to Tell Your Story: Mastering the Timing of “My Why”

By Steve Sanduski, CFP®|2024-07-17T10:07:05-05:00July 17th, 2024|Categories: ROL Blog|Tags: client experience, Life-Centered Planning, my why story, practice management, stories|

Mitch Anthony and Steve Sanduski, CFP® share the optimal timing for sharing your "why" story and how to connect deeply with your audience.

How an Advisor Can Create Their “My Why Story” – Part I
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Jun 16, 2022 2:54 pm

How an Advisor Can Create Their “My Why Story” – Part I

By Steve Sanduski, CFP®|2022-06-16T14:54:59-05:00June 16th, 2022|Categories: ROL Blog|Tags: conversations, discovery, Life-Centered Planning, my why story, practice management, Work|

Mitch Anthony and Steve Sanduski discuss questions to help you identify your own "My Why" story and when to share it.

How an Advisor Can Create Their “My Why Story” – Part II
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Jun 2, 2022 2:55 pm

How an Advisor Can Create Their “My Why Story” – Part II

By Steve Sanduski, CFP®|2022-06-16T14:56:21-05:00June 2nd, 2022|Categories: ROL Blog|Tags: conversations, discovery, Life-Centered Planning, my why story, practice management, Work|

Mitch Anthony and Steve Sanduski discuss questions to help you identify your own "My Why" story and when to share it.