In Part I of this two-part video series, ROL Advisor’s Mitch Anthony and Sarah D. Asebedo, Ph.D. & CFP© discuss how advisors’ competencies have evolved.

Click here to watch Part II.

Click here to learn more about ROL Advisor’s digital discovery tools, then sign up for a 7-day trial to become a better Life Centered Financial Planner, and finally, schedule a demo.