FOR IMMEDIATE RELEASE: 1-20-22
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 […]