Developing a Relational Mindset to Create Stronger Connections with Clients, Prospects and COIs

PDG-ROL Advisor Webinar Promo 9-19-22

Learn from the high-demand perspectives of ROL Advisor co-founders, Steve Sanduski, CFP®, and Mitch Anthony, in this relationship-centered discussion with Blain Wease of Provincial Development Group. The three panelists discuss how stronger connections with clients, prospects, and COIs (Centers of Influence) are some of the many benefits of developing a relational mindset. Their “big goal” is to Transform the Way the World Plans™.