Blog 2017-11-13T11:38:52+00:00

Transforming the way the world plans.

Join Us!
309, 2017

How to Gather Your Client’s “Emotional Data” and Beat the Competition

By | September 3rd, 2017|

The traditional discovery process as practiced by financial advisors is in dire need of upgrading. Unfortunately, the technology trend toward treating clients as hard data to be parsed and plugged into a financial planning software program is exactly the WRONG direction. As I wrote in my chapter in Kevin Knull’s excellent book, Exploring Advice, “clients are not data.” If financial planning was only about the numbers, then we [...]

Help us Transform the way the world plans!

Join Us!

Notify Me for the Next Launch

Rol advisor logo

Gain access to the digital tools, training, and community needed to deliver Life-Centered Planning.

Powered by ConvertKit