ROL Advisor
Put Your Client's Life at the Center of the Conversation
Life-Centered Planning is about putting the client’s life at the center of the conversation not the performance of their money. The objective of the process is to help clients realize a greater Return on Life, which is defined as getting the best life possible with the money they have. When we put the client’s life at the center of the conversation, everything changes; their sense of progress, their level of engagement with us, and their perception of our value.
ROL Advisor includes access to life-transforming digital tools to facilitate your interactive discovery process and unveil your client's story.
Chalice Network Advantage
Advisors that use the Life-Centered Planning process become better at:
- Understanding their clients PERSPECTIVES
- Helping clients make PROGRESS with their present situation
- PREPARING clients for life’s big changes ahead
This is accomplished by using our state-of-the-art Digital Discovery technology that helps clients answer three BIG questions:
- How were their financial views formed?
- How do they evaluate their present situation?
- What does life hold in store for them?
Benefits
Your membership with ROL Advisor includes access to four digital tools to facilitate your interactive discovery process and unveil your client's story.
- Fiscalosophy (Past Stories)
- ROL Index (Present Situation)
- $Lifeline (Future Plans)
- Retirement Coaching (Make the Transition)
In addition to the digital tools, you also get access to:
- Self-paced training modules and live support as needed
- Weekly ghostwritten articles
- Monthly Learning Hour webinars
- Monthly Actionable Ideas & Inspiration
- Marketing materials including: client-facing presentations, graphics, videos, and sample emails