What the Questions Are Leading Toward
ROL Advisor's Mitch Anthony challenges advisors to reexamine their discovery process and analyze what their questions are leading toward.
Feb 21, 2025
10:31 am
Feb 14, 2025
9:30 am
3 Keys to Getting Your Firm to Run Without You for a Year
ROL Advisor's Steve Sanduski explains why building a firm that can run without you is the mark of having a real business.
Jan 30, 2025
1:21 pm
How Will You Compete in the Future?
ROL Advisor's Steve Sanduski, CFP® discusses how advisors should prepare themselves and their firms for the future of advice.
Jan 17, 2025
9:27 am
The First Principle of Hiring
Steve Sanduski explains why the first principle of hiring is to build a company that is a great place to be from.
Jan 2, 2025
10:28 am
Referrals: Is Your Firm Referral-Worthy
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.
Dec 19, 2024
1:33 pm
Referrals: Training & Follow-Up
In part four of a five-part video series about referrals, Amy Koenig shares what to do after you get a referral from a client and how to train your clients to introduce you to their friends and family.
Dec 5, 2024
12:04 pm
Referrals: How to Ask
In part three of a five-part video series about referrals, Amy Koenig shares examples of how to ask for introductions to your clients' friends and family.
Nov 21, 2024
1:12 pm
Referrals: When to Ask
In part two of a five-part video series about referrals, Amy Koenig shares when asking for introductions is best received.
Nov 7, 2024
12:40 pm
Referrals: Who to Ask
In part one of a five-part video series about referrals, Amy Koenig shares how to identify which clients you want to replicate.
Oct 24, 2024
11:59 am
3 Coaching Tools to Enhance Your Discovery Process: Add New Questions
In our third and final video on discovery, Steve Sanduski shares three new types of questions to add to your toolkit.