Hospitality in the AI Era
In a recent ROL Advisor Learning Hour, Steve Sanduski shares how to leverage technology while providing world-class hospitality.
In a recent ROL Advisor Learning Hour, Steve Sanduski shares how to leverage technology while providing world-class hospitality.
Steve Sanduski discusses two tools he uses to help financial advisors decide, even when deep down they already know the best choice.
In a recent ROL Advisor Learning Hour, Steve Sanduski, CFP® shares a story about how to elevate your service to hospitality.
Steve Sanduski explains how generous listening can help you have meaningful conversations with clients that go beyond the usual fact-finding.
ROL Advisor's Steve Sanduski, CFP® explains how understanding service vs. hospitality can elevate the client experience.
ROL Advisor's Mitch Anthony challenges advisors to reexamine their discovery process and analyze what their questions are leading toward.
ROL Advisor's Steve Sanduski explains why building a firm that can run without you is the mark of having a real business.
ROL Advisor's Steve Sanduski, CFP® discusses how advisors should prepare themselves and their firms for the future of advice.
Steve Sanduski explains why the first principle of hiring is to build a company that is a great place to be from.
In the final video in our series about referrals, Steve Sanduski shares how to test if your firm is referral-worthy by identifying your top 10 clients and writing a testimonial for each.