The Legacy Leap: Show Up Early or Miss Being Invited
Mitch Anthony and Steve Sanduski, CFP share why heirs "fire" their parents' advisor and solutions to attract them.
Jan 2, 2026
9:36 am
Dec 18, 2025
1:12 pm
How to Leverage “Perception” to Achieve Your Goals
Four specific tools you can use to improve the connection between what you see and what you do and boost your odds of achieving goals.
Dec 4, 2025
12:19 pm
The Silent Shift of Wealth to Women
During a recent Learning Hour, Steve Sanduski, CFP® shares why women fire their advisors and solutions to retain them.
Nov 20, 2025
10:03 am
Set “Heart” Goals, Not “Head” Goals
Take a look at your 2026 goals. How many are 100% aligned with your deepest core values? Are they head goals? Or heart goals?
Nov 6, 2025
11:11 am
The Great Wealth Transfer & Why It Matters
Steve Sanduski, CFP® discusses working with high-net-worth families and preparing for the Great Wealth Transfer.
Oct 23, 2025
10:24 am
Make 3 Bold Moves
By making bold moves now from a position of strength, you increase the resiliency of your company and create the space to respond powerfully.
Oct 9, 2025
1:26 pm
Tools for Meaningful Client Engagement
Mitch Anthony and Steve Sanduski, CFP® explain how to increase client engagement using the ROL Advisor tools.
Sep 26, 2025
9:58 am
How Much Impact Do You Want to Make?
Building a business optimizes for business growth and impact while building an income optimizes the tension between income and simplicity.
Sep 11, 2025
10:54 am
Today’s Attention Economy
Mitch Anthony and Steve Sanduski, CFP® share how financial advisors can compete for attention by slowing the conversation.
Sep 5, 2025
9:37 am
Major in Understanding
ROL Advisor's Mitch Anthony explains why advisors should focus on understanding before seeking to be understood.