“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 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.


Advisors that use the Life-Centered Planning process become better at:

  1. Understanding their clients PERSPECTIVES
  2. Helping clients make PROGRESS with their present situation
  3. 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;

  1. How were their financial views formed. (Perspectives)
  2. How do they evaluate their present situation. (Progress)
  3. What does life hold in store for them. (Preparation)


Digital Tools to facilitate your interactive discovery process and unveil your Client’s Story.



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 clients’ upcoming life transitions that you can help them financially prepare for. It’s the “where they’re going” story.



Coach your clients on making a successful transition to the retirement phase of life. It’s the “loving my retired life” story.


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.


Learn how to advance your life-centered planning practice from Industry Experts.

Sarah D. Asebedo, Ph.D., CFP®
Sarah D. Asebedo, Ph.D., CFP®
Professor of Financial Planning at Texas Tech University, discusses the importance of emotional intelligence during the financial planning process.

United States

Seth Streeter MS, CFP®, CDFA™
Seth Streeter MS, CFP®, CDFA™
Founder of Mission Wealth, discusses Redefining Wealth and Having Life-Centered Conversations.

United States

Dr. Preston Cherry
Dr. Preston Cherry
Assistant Professor of Finance & Personal Financial Planning at the University of Wisconsin, Green Bay, discusses Kitchen Table Talks.

United States

Mitch Anthony
Mitch Anthony
Co-founder ROL Advisor, author, and keynote speaker, discusses Life-Centered Planning and the ongoing discovery process.

United States

Kim Potgieter
Kim Potgieter
Director at Chartered Wealth Solutions, Author, Speaker, ICF Professional Certified Coach, Dare to Lead Facilitator, New Money Story Mentor Coach

South Africa

Martin Seay, Ph.D., CFP®
Martin Seay, Ph.D., CFP®
Assistant Professor of Personal Financial Planning at Kansas State University, presents When Positive Psychology Meets Your Money.

United States

Paul Armson
Paul Armson
Founder and CEO of Inspiring Advisors discusses Life-Centered Planning and delivering value so that clients don’t question your fees.

United Kingdom

Matt Brinker
Matt Brinker
Managing Partner of Merchant Investment Management, former Chief Business Development Officer of United Capital.

United States

Steve Sanduski, CFP®
Steve Sanduski, CFP®
Co-founder ROL Advisor, New York Times Bestselling Author, and Business Coach provides actionable advice on marketing, practice management, and integrating an in-depth discovery process into your practice.

United States