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.
Aug 1, 2024
11:35 am
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.
May 23, 2024
10:09 am
The Pillars of Planning: 6 Core Values a (Good) Financial Planner Provides Part II
In Part II of this exclusive Learning Hour excerpt, Mitch Anthony and Steve Sanduski, CFP® explore the 6 core values good advisors provide.
May 9, 2024
11:02 am
The Pillars of Planning: 6 Core Values a (Good) Financial Planner Provides Part I
In an exclusive Learning Hour session for members, Mitch Anthony and Steve Sanduski, CFP® explore the 6 core values good advisors provide.
Apr 25, 2024
12:05 pm
Create a Sphere of Influence to Receive Ideal Referrals (Part II)
In Part II. Alexandra Miele explains how her Sphere of Influence generates high-quality referrals.
Jan 4, 2024
4:36 pm
Setting 2024 Goals with Key Results & Activities
In this three-minute excerpt from a recent members-only Learning Hour, ROL Advisor’s Steve Sanduski, CFP® shares tips for how many quarterly initiatives to set to achieve your annual goals, which includes having a key result and activities assigned to each.
Dec 21, 2023
1:17 pm
How Much Is Enough?
ROL Advisor’s Mitch Anthony & Steve Sanduski, CFP® discuss the concept of "Enough," which many affluent individuals struggle with.