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Put your client’s life at the center of the conversation, not their money.
Focus on knowing the narrative before diving into the numbers.
Help clients live a better life, not just make more money.
ROL Advisor’s Life-Transforming Tools
Understand the experiences that have shaped how your clients arrived at their perspectives on money. It’s the “where they’ve been” story.
Learn and track how well people are using their money to live their best life possible. It’s the “where they are now” story.
Identify your client’s upcoming life transitions that you can help them financially prepare for. It’s the “where they’re going” story.
Our mission is to empower financial advisors around the world to deliver Life-Centered Planning allowing people to live their best life possible right now.
Return on Life is our guiding philosophy. We each have the ability to intentionally live our best life possible in the areas of well-being, progress, and freedom.
We help you facilitate conversations at the intersection of money and life resulting in the client experiencing a happier, prosperous, and more fulfilling life.