3 Coaching Tools to Enhance Your Discovery Process: Storyboard Design
In the second of three videos on discovery, Steve Sanduski defines how you can use a client's past and present to inform their future.
Oct 10, 2024
9:56 am
Sep 26, 2024
11:26 am
3 Coaching Tools to Enhance Your Discovery Process: Start with Nothing
In the first of three videos on discovery, Steve Sanduski explores what it means to start with nothing to uncover more from your clients.
Sep 12, 2024
12:30 pm
Human-Centric Advising: Understanding and Delivering What Clients Truly Need
Mitch Anthony and Steve Sanduski, CFP® discuss client-centric versus human-centric advice and how to truly meet client needs.
Aug 29, 2024
1:02 pm
Bouncing Back How to Guide Clients Through Setbacks
Mitch Anthony and Steve Sanduski, CFP® discuss how to address the unexpected with clients and build their confidence during setbacks.
Aug 15, 2024
10:57 am
Use the Language of the Known to Explain the Unknown
Mitch Anthony and Steve Sanduski, CFP® discuss how to use language more effectively and unlock the power of metaphors.
Aug 1, 2024
11:35 am
Jargon Simplified: Speak So Even Grandma Gets It
Mitch Anthony and Steve Sanduski, CFP® share how jargon can hinder a connection. Learn how to simplify jargon so everyone can understand.
Jul 17, 2024
10:07 am
When to Tell Your Story: Mastering the Timing of “My Why”
Mitch Anthony and Steve Sanduski, CFP® share the optimal timing for sharing your "why" story and how to connect deeply with your audience.
Jul 3, 2024
11:02 am
Avoid the Humble Brag in Your Storytelling
Mitch Anthony and Steve Sanduski, CFP® discuss the importance of sharing your authentic stories to establish a connection with your clients.
Jun 20, 2024
2:30 pm
From Telling to Connecting: Stories That Make Clients Feel Understood
Mitch Anthony and Steve Sanduski, CFP® discuss how to share stories that resonate, connect, and help your clients feel understood.
Jun 6, 2024
10:23 am
Baring the Soul: How Vulnerability Elevates Your Stories
In an exclusive Learning Hour session for members, Mitch Anthony and Steve Sanduski, CFP® explore the 6 core values good advisors provide.