While many advisors are helping clients plan for big goals, you can become a trusted advisor who helps them navigate through all of life’s major moments.
Introducing Segues $Lifeline Tool
$Lifeline in Action
Join the worldwide movement with hundreds of your peers from more than a dozen countries.
You’re Not Alone in Your Frustration
If you’re tired of redundant review conversations, had enough of being held responsible for forces you don’t control in the markets, or frustrated by your lack of new clients, then you’re not alone.
The old way of doing business was to focus on gathering assets and investment returns. Technology and new competition is eroding the value of that model…and driving it down toward zero.
Keep doing that and your business will quickly fade into irrelevance.
Now it’s about life, not money
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 Segue 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. It is completely customizable, so you can build your own categories and transitions that are perfect for your niche. The $Lifeline is how you can shift your client conversations from return on investment to Return on Life.
Here’s What ROL Advisor Members Say About the Program
Have Deep and Meaningful Conversations with Your Clients
Geoff I. from Australia
Be a Coach
Craig V. from Missouri
Clients Love This Conversation
Greg K. from Oregon
Here’s What You’ll Get with Segues
Whether you’re looking for software tools to improve your client dialogues, systems for delivering better client results, or help in generating more ideal clients, Segues can help. This membership-based technology, training, and community program provides the crucial elements to forge relationships that last so you can have clients for life.
Plus all this…
And it’s way more than just “tools”…
Segues gives you a great tool to facilitate your Life-Centered conversations and to track progress. The secret sauce is the training, the questions, the dialogues, and the overall philosophy that Return on Life brings to your practice and to your clients’ lives.
Mitch Anthony and Steve Sanduski, CFP® are educators at heart and have designed the program with live monthly webinars, training videos, scripts, questions to ask, role (and “real”) playing, and more so you can fully immerse yourself in this philosophy.
We currently have hundreds of advisory firms in the ROL Program from over a dozen countries. They understand the power of combining tools with Life-Centered conversations to make a meaningful impact in your clients’ lives.
We want you to love the program, period. If for some reason it doesn’t meet your needs, we make it easy to exit. Here’s how:
Monthly Members: You can exit with 10 days notice. There is no monthly minimum.
Annual Members: You can exit with 10 days notice and we will issue a refund for 50% of the pro-rated amount. For example, if you exit with 4 months left on your annual agreement, you’ll receive a refund for 2 months (4 months x 50% = 2 months).
Just send us an email stating your desire to end. We’ll be sad to see you go but if it’s not the right fit, we won’t hold you to something that is no longer working for you.
Transform Your Business — Transform Lives
All of our clients want the same thing. They want financial peace of mind and a good life.
Up until now, there’s been no training, or tools, or organized resource for financial advisors to marry financial advice with helping clients live this good life.
Well, we’re happy to say that day has now come.
Running a Life-Centered practice can profoundly change your life
We know it works. Mitch Anthony has been helping advisors shift to Life-Centered Planning for nearly 20 years. In fact, he literally “wrote the book” on it.
Steve Sanduski, CFP® has been one of the industry’s top advisor coaches and practice management experts for more than 20 years. He’s coached over a thousand advisors to build smarter, more profitable businesses.
Together, we’ve created a package of tools and services that will help you achieve the outcome you desire–an enduring, profitable business that impacts your clients’ lives while allowing you the freedom to live life on your terms.
Mitch Anthony: When your work brings true value to others it brings true meaning to you.
Steve Sanduski, CFP®: If you are in the “inform” business, and not the “transform” business, you won’t be long for this business.
Our mission is to empower financial advisors around the world to deliver Life-Centered Planning, allowing people to live their best life possible with the money they have.
Return on Life is our guiding philosophy. We each have the ability to intentionally live our best life possible in the areas of well-being, progress, and freedom.
We help facilitate conversations at the intersection of money & life, resulting in the client experiencing a happier, prosperous, and more fulfilling life.
If you have any questions, please let us know via the form below. Thank you!