In a recent Learning Hour exclusive to members, Mitch Anthony and Steve Sanduski, CFP® discuss client-centric versus human-centric advice. Advising isn’t one-size-fits-all. Human-centric advising shows you how to engage in meaningful discussions to craft personalized plans that truly meet client needs
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.