About 2017-10-31T11:45:34+00:00

We help people live the best life possible through the guidance of competent and caring financial advisors.

It all started on a cold January day at a Cracker Barrel Restaurant

in Wisconsin Dells, Wisconsin …

Steve Sanduski and Mitch Anthony meet for breakfast.

Having known each other for about a decade, they decided to meet and discuss what each other was working on. They quickly realized they both were seeing the same problem in the industry: the rapid acceleration of technology was driving down the value of what financial advisors traditionally focused on––investment management. What the profession needed was a shift from Return on Investment to RETURN ON LIFE.

Steve Sanduski, CFP®

  • Founder of Belay Advisor, a company that focuses on helping businesses accelerate their growth through consulting and media marketing
  • New York Times Bestselling author of Avalanche: The 9 Principles for Uncovering True Wealth, co-author of financial industry bestseller Tested in the Trenches, and host of the highly popular podcast, Between Now and Success
  • A CERTIFIED FINANCIAL PLANNER™ licensee since 1996
  • Former 11–year Managing Partner of Peak Advisor Alliance (Now Carson Group Coaching), a financial advisor coaching company, as it grew from 0 to 1,000 financial advisor coaching clients during his leadership

Mitch Anthony

  • A leading pioneer and provider of financial life planning tools and programs for the financial services profession
  • Popular keynote speaker, and was named one of the financial services industry’s top “Movers & Shakers”
  • Columnist for Financial Advisor magazine and the Journal of Financial Planning
  • Author of numerous books, including the perennial bestsellers StorySelling for Financial Advisors, The New Retirementality, Your Clients for Life, and Your Client’s Story
  • A partner with numerous universities in developing undergraduate programs for life-centered planning

Seeing the shift toward RETURN ON LIFE, they join forces…

With a deep desire to help people make smarter decisions with their life and money, Steve and Mitch know the best way to do that is with the help of a competent and caring financial advisor. They launched ROL Advisor to create tools, training, and community that equip financial advisors to deliver Life-Centered Planning. Through Life-Centered Planning, people engage in an ongoing process of discovery and follow-through that helps them identify, plan for, and live the best life possible with the money they have.

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