practice management Archives - Page 3 of 6

Defining Conversations (Part 1 of 2)
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Apr 6, 2023 9:34 am

Defining Conversations (Part 1 of 2)

By Steve Sanduski, CFP®|2023-04-10T09:13:12-05:00April 6th, 2023|Categories: ROL Blog|Tags: communication, conversation, discovery, practice management|

In Part 1 of this two-part video series, Mitch Anthony discusses his new book and explains why conversations are a lost art.

The Pocketbook Isn’t Opening
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Mar 17, 2023 9:32 am

The Pocketbook Isn’t Opening

By Mitch Anthony|2023-03-17T09:32:46-05:00March 17th, 2023|Categories: ROL Blog|Tags: discovery, inspiration, practice management, professional development|

ROL Advisor's Mitch Anthony explains how "the Grandma Rule" can help advisors clarify their messaging to prospects and clients.

Questions Bring Clarity
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Feb 17, 2023 9:37 am

Questions Bring Clarity

By Mitch Anthony|2023-02-17T09:37:51-06:00February 17th, 2023|Categories: ROL Blog|Tags: discovery, inspiration, practice management, professional development, questions, story|

ROL Advisor's Mitch Anthony explains why asking good questions is essential for advisors to create alignment with their clients.

Mastering the Metaphoric
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Dec 26, 2022 8:57 am

Mastering the Metaphoric

By Mitch Anthony|2022-12-26T08:57:31-06:00December 26th, 2022|Categories: ROL Blog|Tags: discovery, inspiration, practice management, professional development, story|

ROL Advisor's Mitch Anthony discusses how metaphors use the known to explain the unknown and why advisors should keep a few in their pockets.

We Like the Feeling of Being Understood
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Nov 25, 2022 12:17 pm

We Like the Feeling of Being Understood

By Mitch Anthony|2022-11-25T12:17:20-06:00November 25th, 2022|Categories: ROL Blog|Tags: discovery, inspiration, practice management, professional development|

ROL Advisor's Mitch Anthony discusses the importance of empathy and making other people feel heard and understood.

Pictures Formed by the Imagination
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Oct 28, 2022 9:07 am

Pictures Formed by the Imagination

By Mitch Anthony|2022-10-28T09:07:09-05:00October 28th, 2022|Categories: ROL Blog|Tags: discovery, inspiration, practice management, professional development, story|

ROL Advisor's Mitch Anthony on how storytelling triggers the imagination and the inclination to relate with you.

Jan 18, 2024 9:04 pm

Eric Clarke: Mastering the Transition from CEO to Fulfilling Semi-Retirement

By Steve Sanduski, CFP®|2024-01-18T21:04:44-06:00January 18th, 2024|Categories: Uncategorized|Tags: goals, legacy, practice management, Retirement, succession|

Eric Clarke: Mastering the Transition from CEO to Fulfilling Semi-Retirement

Thank you to everyone who participated in our Learning Hour call on January 18th.

And a special thanks to Eric Clarke, the founder and former CEO of Orion Advisor, for sharing his experiences transitioning from a high-profile CEO role to a fulfilling semi-retirement.

Some of the topics Eric covered with Steve and Mitch include:

Insights into Transitioning Roles: Understand the psychological and financial implications of moving from an active career to semi-retirement.
Redefining Purpose: Explore strategies for […]