In the age of AI, the human touch matters more than ever.
Learn how to leverage technology while maintaining a deeply personal and human connection with your clients as recently shared by Steve Sanduski, CFP® during a Learning Hour exclusive to ROL Advisor’s financial advisor members.
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.