You’re Not Alone in Your Frustration
If you’re tired of being compared to the S&P 500, weary of the same old, redundant review conversations, had enough of being held responsible for forces you don’t control in the markets, or frustrated by your lack of new clients, then you’re not alone.
The old way of doing business was to focus on gathering assets and investment returns. Technology and new competition is eroding the value of that model…and driving it down toward zero.
Keep doing that and your business will quickly fade into irrelevance.
Now it’s about life, not money
The new way of doing business is to put your client’s life at the center of the conversation, not their money.
The new way is to engage in real-life dialogues, not sales monologues.
The new way is to ramp up your human capabilities, not just your technological skills.
So if you want to have a thriving practice that’s profitable for you, makes a big impact in your clients’ lives, and allows you the freedom to live life on your terms, then the ROL Advisor Program is for you.
Change your conversation, transform your impact
The ROL Advisor Program is the only program that is:
- Centered on the Life journey of the client and keeping that journey funded.
- Designed to help you forge Relationships that last so you have can have Clients for Life.
- Engaged in using digital tools to facilitate meaningful dialogues with your clients and prospects unlike anything they have experienced before with an advisor.
- So deeply rewarding that you’re going to go home energized and excited from your day, instead of depleted and demoralized.
Running a Life-Centered practice can profoundly change your life
We know it works. Mitch Anthony has been helping advisors shift to Life-Centered Planning for nearly 20 years. In fact, he literally “wrote the book” on it.
Steve Sanduski, CFP® has been one of the industry’s top advisor coaches and practice management experts for more than 20 years. He’s coached over a thousand advisors to build smarter, more profitable businesses.
Together, we’ve created a package of tools and services that will help you achieve the outcome you desire–an enduring, profitable business that impacts your clients’ lives while allowing you the freedom to live life on your terms.