Decide
Steve Sanduski discusses two tools he uses to help financial advisors decide, even when deep down they already know the best choice.
Apr 11, 2025
9:17 am
Mar 27, 2025
11:14 am
Hospitality in Action: The Dirty Water Hot Dog
In a recent ROL Advisor Learning Hour, Steve Sanduski, CFP® shares a story about how to elevate your service to hospitality.
Mar 13, 2025
2:58 pm
The Generous Listening Experience
Steve Sanduski explains how generous listening can help you have meaningful conversations with clients that go beyond the usual fact-finding.
Feb 27, 2025
3:11 pm
Service vs. Hospitality
ROL Advisor's Steve Sanduski, CFP® explains how understanding service vs. hospitality can elevate the client experience.
Feb 21, 2025
10:31 am
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 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.