ROL Advisor Launches SEGUES, a Digital Tool That Fosters Client Transition Discussions

By |2022-03-31T14:33:15-05:00March 16th, 2022|Categories: In the Media, Press Releases|

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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 […]