Consistently Coach Your Clients into Retirement
Hear how ROL Advisor member Randy Franklin uses a story to coach clients nearing retirement on the importance of what they are retiring TO.
Jul 27, 2023
11:09 am
Jul 13, 2023
1:57 pm
Differentiate Your Value Consistently
Hear how ROL Advisor member Joni Lindquist shares the ROL Index and $Lifeline with prospects to differentiate the experience she provides.
Jun 23, 2023
9:03 am
Building a Social Life after Relocating
Encourage folks who are relocating in retirement to build a new social network that will improve their new home’s Return on Life.
Jun 15, 2023
2:07 pm
How Retirement Planning is Changing from a 3-Phase Model to a Multi-Phase Model (Part 3 of 3)
In Part 3 of this three-part video series, Steve Sanduski, CFP® reviews how following a Palette of Life Model will change retirement planning.
Jun 1, 2023
9:55 am
How Retirement Planning is Changing from a 3-Phase Model to a Multi-Phase Model (Part 2 of 3)
In Part 2 of this three-part video series, Steve Sanduski, CFP® explores what's driving the multi-stage or Palette of Life model of retirement.
May 18, 2023
1:36 pm
How Retirement Planning is Changing from a 3-Phase Model to a Multi-Phase Model (Part 1 of 3)
In Part 1 of this three-part series, Steve Sanduski, CFP® defines our current three-phase retirement model and how it is evolving.
Apr 28, 2023
9:17 am
Plan a Special Vacation to Start Retirement
Here are two reasons why you should consider plotting a dream vacation right next to retirement on your $Lifeline.
Mar 3, 2023
9:40 am
Could Seasonal Employment in Retirement Be Right for You?
8 seasonal employment options that could add some variety to clients' retirement routines and improve Return on Life.
Jan 18, 2024
9:04 pm
Eric Clarke: Mastering the Transition from CEO to Fulfilling Semi-Retirement
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 […]
Oct 14, 2022
9:47 am
How a Couple Can Get the Best ROL When Retiring at Different Times
Here are three important conversations that couples should have about retiring at different times and keeping their plan in sync.