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WHAT CURRENT MEMBERS HAVE TO SAY ABOUT ROL ADVISOR.
“What a fantastic tool you have created – every client we have taken through the 3 conversations has absolutely loved it.”
Sarah P., North Carolina
“Your ghostwritten content has now allowed me to have both local Business Publications competing for my column. The leverage your program allows me in time and content is priceless.”
Pete A., Iowa
“There’s just SO MUCH good stuff on the [Learning Hour] webinars… I Can’t. Even. Tell. You. How valuable. Every time I wish I had the time to watch two more times… just amazing.”
Jake B., Montana
“ROL gave us the structure to blend Life Centered Planning with the financial planning process in a practical way we can communicate to the client.”
Matt B., Illinois
LIFE-
CENTERED
PLANNING
Life-Centered Planning is about putting the client’s life at the center of the conversation not the performance of their money. The objective of the process is to help clients realize a greater Return on Life, which is defined as getting the best life possible with the money they have. When we put the client’s life at the center of the conversation, everything changes; their sense of progress, their level of engagement with us, and their perception of our value.
EXPANDING
YOUR VALUE
Advisors that use the Life-Centered Planning process become better at:
- Understanding their clients PERSPECTIVES
- Helping clients make PROGRESS with their present situation
- PREPARING clients for life’s big changes ahead.
This is accomplished by using our state-of-the-art Digital Discovery technology that helps clients answer three BIG questions;
- How were their financial views formed. (Perspectives)
- How do they evaluate their present situation. (Progress)
- What does life hold in store for them. (Preparation)
LIFE-TRANSFORMING TOOLS
Digital Tools to facilitate your interactive discovery process and unveil your Client’s Story.
FISCALOSOPHY
PAST STORIES
Understand the experiences that have shaped how your clients arrived at their perspectives on money. It’s the “where they’ve been” story.
ROL INDEX
PRESENT SITUATION
Learn and track how well people are using their money to live their best life possible. It’s the “where they are now” story.
$LIFELINE
FUTURE PLANS
Identify your clients’ upcoming life transitions that you can help them financially prepare for. It’s the “where they’re going” story.
RETIREMENT COACHING
MAKING THE TRANSITION
Coach your clients on making a successful transition to the retirement phase of life. It’s the “loving my retired life” story.
RESOURCE CENTER
Your membership also includes Marketing and Training Materials to transform your Practice.
Learning Hours
Live monthly webinars with Mitch Anthony, Steve Sanduski, CFP®, and other thought leaders so you can continue learning, sharpen your skills, and reach mastery in Life-Centered Planning.
Ghostwritten Blog Posts
Receive 2 ghostwritten blog posts per month that you can publish on your website or e-newsletter to keep your clients and prospects educated on Life-Centered Planning topics and position you as an expert.
PowerPoint Presentations
Educational client/prospect facing PowerPoint presentations to grow your business through seminars, webinars, and position you as an expert.
Growth Strategies
Receive a monthly actionable growth strategy idea from Steve Sanduski that you can implement immediately to improve your business and enhance your results.
Scripts and Marketing Materials
Scripts and marketing materials to help you convey the ROL approach and philosophy to your clients and prospects.
LEARNING HOUR GUESTS
Learn how to advance your life-centered planning practice from Industry Experts.
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South Africa
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United Kingdom
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