In an exclusive Learning Hour session for members, Mitch Anthony and Steve Sanduski, CFP® engage in an insightful conversation about unlocking the secrets to effective financial planning. This video marks the first installment of a two-part series exploring the 6 core values: Organization, Accountability, Objectivity, Proactivity, Education, and Partnership.
PART II: COMING SOON
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.