Our software solves the problem of how financial advisors can remain relevant and profitable in a world where investment management is becoming a technology and cost-driven activity that will leave little margin for advisors.
We do this by helping advisors reinvent themselves to become Life-Centered Planners, which simply means they put the client’s LIFE at the center of the conversation, not their money.
ROL Advisor is a suite of digital Discovery Process Tools that augment a financial advisor's ability to get their client’s story and create a Life-Centered Plan.
The reality is, the greatest value a financial advisor provides is in helping their clients make more life-enriching decisions with the money they have.
Our technology and training platform enables advisors to simply plug in, get trained, and start having more meaningful conversations that ultimately will lead to their clients getting a greater Return on Life.
We are Transforming the Way the World Plans.
Company Details
- Employees
- 2
- Founded
- -
- Address
- Sister Bay, Wi 54234, Us
- Phone
- +1 262 241 8745
- ak****@****sor.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- roladvisor.com
- Keywords
- Sister Bay.
- HQ
- Sister Bay, WI
Rol Advisor Questions
Rol Advisor's helpline number is +1 262 241 8745
Rol Advisor's website is roladvisor.com
Rol Advisor's LinkedIn profile is https://www.linkedin.com/company/rol-advisor
Rol Advisor has
2 employees.
View email and phone details for 2
employees at Rol Advisor.
Rol Advisor's industry is
Financial Services
Rol Advisor's top competitors are
Between Now And Success Podcast,
Hudl,
Belay Advisor,
Life Centered Planners,
Betterup,
Sem Wealth Management,
Computica Inc. Dba Total Party Planner,
Senior Care Finder,
Metonic Real Estate Solutions.
Rol Advisor's support email address is akoenig@roladvisor.com
Rol Advisor's categories are Financial Services
Rol Advisor's founding year is 2016
