[Excerpt from FA Magazine article]
In the SaaS (software as a service) business world, there’s something called The Rule of 40%. It says that to run a healthy business, your year-over-year (YOY) monthly growth rate plus your profit margin should add up to 40%. Turns out that the 40% rule applies very well to our industry too. But we arrive at 40% in a different way.
[Excerpt from FA Magazine article] “You just have to control your emotions and you’ll be a much better investor” is terrible advice.
Emotions contain information, and if you try to override that information by controlling it or ignoring it, you miss out on interpreting your lifetime’s worth of accumulated wisdom.
Three Strategies
Now, brain science is complicated and we don’t—and probably never will—have a complete picture of how it works. But based on the best knowledge today, here are three things […]
Segues is an interactive digital financial planning tool that helps your clients visualize and plan for their life transitions and goals.
The tool and our related training and marketing support help you differentiate and grow your practice.
Let us introduce you to our Segues which is an interactive, digital tool that you can use to monitor your client’s situation and plan for future transitions. There are over 60 built-in transitions to cover with your clients in the areas of Family, Work, Health, […]
FOR IMMEDIATE RELEASE: 1-20-22
Steve Sanduski
ROL Advisor
262.957.6288
ssanduski@belayadvisor.com
ROL Advisor Launches SEGUES, a Digital Tool That Fosters Client Transition Discussions
Using this visual digital tool, financial advisors can discuss more than 60 potential life transitions with their clients along with transition-specific educational content.
January 20, 2022
Sister Bay, WI. As more financial advisors recognize the value of deep client conversations, ROL Advisor presents a new digital tool that identifies, visualizes, and prioritizes more than 60 life transitions. This transformative way to deepen client […]
In this episode, we talk about the importance of language in financial planning. The difference between having good rapport with clients and really building a relationship with them, why asking clients the right questions is all about engaging them by making them feel like they’re answering the questions they’ve always wanted to talk about anyway, and why the best way to demonstrate the ongoing value of financial planning is not about helping clients to reach their goals, but […]
“Money can’t find a purpose, but money can fund a purpose.” – Mitch Anthony
The best conversations with clients and prospective clients have two things in common:
[Excerpt from FA Mag article] During the past year and a half (and counting), I don’t know anyone whose life hasn’t been affected by the Covid-19 pandemic. Many of us have experienced epiphanies and made positive changes to our lives as a result.
While not dismissing the toll the pandemic has taken on many of us, I think it’s helpful to recognize the good things that have occurred. I have seen many people rediscover the importance of family and friends and […]
