stories Archives - ROL Advisor

Aug 24, 2023 3:55 pm

Intro to the Power of Masterful Storytelling

By Steve Sanduski, CFP®|2023-08-24T15:55:57-05:00August 24th, 2023|Categories: ROL Blog|Tags: humanness, Life-Centered Planning, practice management, stories, storytelling|

ROL Advisor's Steve Sanduski explains how masterful storytelling is a powerful way to connect with others.

Uncover Your Clients’ Perspectives About Money With Consistency

By Steve Sanduski, CFP®|2023-06-29T16:36:15-05:00June 29th, 2023|Categories: ROL Blog|Tags: discovery, kurt box, Life-Centered Planning, perspectives about money, stories|

Watch ROL Advisor member Kurt Box discuss using ROL Advisor's Fiscalosophy tool to discover clients' perspectives about money.

When Should Advisors’ Stories Be Shared?

By Steve Sanduski, CFP®|2023-05-09T13:54:15-05:00May 4th, 2023|Categories: ROL Blog|Tags: communication, conversation, discovery, practice management, stories|

During a recent members-only Learning Hour, ROL Advisor's Mitch Anthony and Steve Sanduski discussed how advisors can help clients feel comfortable to share stories by sharing their own.