practice management

Aug 10, 2023 3:17 pm

Double Down on Your Humanness to Compete in the Future

By |2023-08-10T15:26:34-05:00August 10th, 2023|Categories: ROL Blog|Tags: , , , |

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.

May 4, 2023 11:15 am

When Should Advisors’ Stories Be Shared?

By |2023-05-09T13:54:15-05:00May 4th, 2023|Categories: ROL Blog|Tags: , , , , |

During a recent members-only Learning Hour, ROL Advisor's Mitch Anthony and Steve Sanduski discussed how advisors can help clients feel comfortable to share stories by sharing their own.

Apr 20, 2023 1:50 pm

Defining Conversations (Part 2 of 2)

By |2023-04-20T13:55:00-05:00April 20th, 2023|Categories: ROL Blog|Tags: , , , |

In Part 2 of this video series, Mitch Anthony discusses how to ensure clients walk away from important conversations satisfied.

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