Third Derivative Level of Preparation
Steve Sanduski, CFP® explains how thorough preparation can help advisors prevent missed opportunities and lost sales.
Jul 3, 2025
9:23 am
Jun 19, 2025
10:41 am
Use Conversation Frameworks to Avoid Awkwardness
In a recent ROL Advisor Learning Hour, Mitch Anthony explained how to alleviate awkward conversations by using conversation frameworks.
Jun 6, 2025
9:08 am
3 Types of Questions
Steve Sanduski, CFP® shares three unique types of questions that advisors can adapt to their discovery processes.
May 9, 2025
9:24 am
Start With Nothing
Steve Sanduski explains why advisors should "start with nothing" the next time they have a discovery conversation with a prospect.
Apr 11, 2025
9:17 am
Decide
Steve Sanduski discusses two tools he uses to help financial advisors decide, even when deep down they already know the best choice.