practice management Archives - Page 8 of 11

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.

Jun 18, 2025 9:13 am

Master Your Minutes with Time Management Strategies

By Steve Sanduski, CFP®|2025-06-18T10:32:04-05:00June 18th, 2025|Categories: Uncategorized|Tags: client experience, coaching, practice management, time management|

Master Your Minutes with Time Management Strategies

Your calendar isn’t just a reflection of your day—it’s a blueprint for your business. In this session, Amy Koenig walks you through three powerful time management strategies:

The TOWER Delegation Method – A simple, effective way to hand off tasks without losing quality.

Daily Team Meetings – The 10-minute team huddle that can align priorities and increase productivity.

[…]

Jun 26, 2024 3:22 pm

Finding Your Stories

By Steve Sanduski, CFP®|2024-06-26T15:23:16-05:00June 26th, 2024|Categories: Uncategorized|Tags: client experience, discovery, practice management|

Finding Your Stories

What you’ll learn:

Why telling your stories helps you inspire and motivate your clients.
How to create your stories using your Fork-in-the-Road decisions.
When to tell your stories for greatest impact.
14 storytelling best practices.

Finding Your Stories PDF Click here to download.

Please email Amy to let her know what topics you would like her to take a deeper dive into for future Coaching Corners.

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 […]