Make the shift from return on investment (ROI) to Return on Life (ROL)
The new way of doing business is to put your client’s life at the center of the conversation, not their money.
The new way is to engage in real-life dialogues, not sales monologues.
The new way is to ramp up your human capabilities, not just your technological skills.
So, if you want to have a thriving practice that’s profitable for you, makes a big impact in your clients’ lives, and allows you the freedom to live life on your terms, then it’s time for The Segues Program with ROL Advisor.
Change your conversation, transform your impact
Let us introduce you to our Segues which is an interactive, digital tool that you can use to monitor your client’s situation and plan for future transitions. There are over 60 built-in transitions to cover with your clients in the areas of Family, Work, Health, Retirement, Financial, and Giving. Each transition has its own questions and “Things to Think About” information sheet and within the “Things to Think About” you will find biblical reference which is unique to members of Kingdom Advisors only. Additionally, the digital tool which we call the $Lifeline, is completely customizable, so you can build your own categories and transitions that are perfect for any niche. The $Lifeline is how you can shift your client conversations from return on investment to Return on Life.