wealth transfer

Jan 2, 2026 9:36 am

The Legacy Leap: Show Up Early or Miss Being Invited

By Steve Sanduski, CFP®|2026-01-02T09:36:27-06:00January 2nd, 2026|Categories: ROL Blog|Tags: client experience, conversation, family, generations, legacy, practice management, wealth transfer|

Mitch Anthony and Steve Sanduski, CFP share why heirs "fire" their parents' advisor and solutions to attract them.

Dec 4, 2025 12:19 pm

The Silent Shift of Wealth to Women

By Steve Sanduski, CFP®|2025-12-04T12:19:43-06:00December 4th, 2025|Categories: ROL Blog|Tags: client experience, conversation, family, generations, practice management, wealth transfer, women|

During a recent Learning Hour, Steve Sanduski, CFP® shares why women fire their advisors and solutions to retain them.

Nov 6, 2025 11:11 am

The Great Wealth Transfer & Why It Matters

By Steve Sanduski, CFP®|2025-11-06T11:11:57-06:00November 6th, 2025|Categories: ROL Blog|Tags: client experience, conversation, family, generations, practice management, wealth transfer|

Steve Sanduski, CFP® discusses working with high-net-worth families and preparing for the Great Wealth Transfer.