3 Types of Questions
Steve Sanduski, CFP® shares three unique types of questions that advisors can adapt to their discovery processes.
Jun 6, 2025
9:08 am
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.
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.
Dec 5, 2024
12:04 pm
Referrals: How to Ask
In part three of a five-part video series about referrals, Amy Koenig shares examples of how to ask for introductions to your clients' friends and family.
Nov 21, 2024
1:12 pm
Referrals: When to Ask
In part two of a five-part video series about referrals, Amy Koenig shares when asking for introductions is best received.
Nov 7, 2024
12:40 pm
Referrals: Who to Ask
In part one of a five-part video series about referrals, Amy Koenig shares how to identify which clients you want to replicate.
Oct 24, 2024
11:59 am
3 Coaching Tools to Enhance Your Discovery Process: Add New Questions
In our third and final video on discovery, Steve Sanduski shares three new types of questions to add to your toolkit.
Feb 17, 2023
9:37 am
Questions Bring Clarity
ROL Advisor's Mitch Anthony explains why asking good questions is essential for advisors to create alignment with their clients.
Jan 21, 2022
9:02 am
Use Your Client’s Past to Prepare for the Future
Help your clients reflect upon the decisions they’ve made in the past and it might help equip them to make better decisions in their future.