Introducing Life-Centered Planning to Your Practice – Part I

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Watch Mitch Anthony interview ROL Advisor member Kris Dureau as he discusses how he overcame his hesitancy and became a Life-Centered Planner.

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.

By Steve Sanduski, CFP®|2022-04-07T10:45:53-05:00April 7th, 2022|Categories: ROL Blog|Tags: conversations, discovery, Life-Centered Planning, practice management, professional development|

About the Author: Steve Sanduski, CFP®

Steve is the co-founder and CEO of ROL Advisor, a New York Times Bestselling author, and a prolific writer and podcaster. He has been a CERTIFIED FINANCIAL PLANNER™ licensee since 1996.