Join Now to Transform Your Business and Your Clients’ Lives
Learn More in These Informative Videos
The Return on Life Revolution
- The ROI-focused business is a ticking time bomb.
- The new model is about the client’s life, not their money.
- It involves a state-of-the-art Discovery process that supersedes every financial conversation your clients have ever experienced before.
- It’s about engaging in real-life dialogues instead of sales monologues.
- You’ll forge relationships that last so you have clients for life.
Demo of The ROL Advisor System
- Learn about the three digital tools that will add immediate and on-going value to your clients.
- 1) Fiscalosophy: Understand the experiences that shaped your clients’ perspectives on money.
- 2) ROL Index: Learn and track how well clients are using their money to live their best life possible.
- 3) $Lifeline: Identify your clients’ life transitions that you can help them plan for.
The Charter Member Opportunity
- Hear about early success stories.
- This isn’t for everyone; are you the right fit?
- Do you want to be a leader in having conversations at the intersection of money and life?
- Do you want to reinvigorate your business and deepen your client impact?
- Do you want to Transform the Way the World Plans?
Membership Includes All of the Following
Technology — Training — Marketing — Community
Transform Your Business — Transform Lives
All of our clients want the same thing. They want financial peace of mind and a good life.
Up until now, there’s been no training, or tools, or organized resource for financial advisors to marry financial advice with helping clients live this good life.
Well, we’re happy to say that day has now come.
For more than a year, Mitch Anthony and Steve Sanduski have been developing a new technology system and membership program for financial advisors that will help you leverage and amplify your humanness.
It’s called The ROL Advisor Program. And in December 2017, we opened the program to 59 Founding Member firms from around the world. You now have the opportunity to join as a Charter Member.
We believe that the industry is on the cusp of making a transformational shift from focusing on ROI with clients, to focusing on ROL, which we define as Return on Life.
And the way that we deliver this Return on Life Philosophy is through Life-Centered Planning. The centerpiece of Life-Centered Planning is putting the client’s LIFE at the center of the conversation, not their money. In this paradigm, money is simply a tool that we use to help our clients live the best life possible right now.
ROL Advisor offers a series of digital Discovery Process Tools that you can use collaboratively, in real-time with your clients. The system:
- Augments your ability to have a human to human conversation with your clients in a way that no algorithm or AI can obliterate.
- Empowers you to gather your client’s story and to deliver value in a way that is uniquely human, mathematically measurable, and truly valuable.
- Enables your clients to make better money choices so they can live their best life possible right now.
The ROL Advisor Program will help you forge relationships that last so you have clients for life.
Mitch Anthony: When your work brings true value to others it brings true meaning to you.
Steve Sanduski: If you are in the “inform” business, and not the “transform” business, you won’t be long for this business.
What is a Charter Member?
Charter Members of ROL Advisor are visionary advisors who see and believe that we are at the beginning of transforming the way the world plans. As a Charter Member, you receive the following:
- Lifetime status as a Charter Member, as long as you remain a member in good standing.
- Preferred seating at the annual ROL Summit.
- Early look at technology enhancements.
- Preferred membership pricing.
If you have any questions, please let us know via the form below. Or, call Steve Sanduski at 262-957-6288 or Mitch Anthony at 507-261-7295. Thank you!