ROL Advisor

ROL Advisor is a financial services startup based in the United States, founded in 2016. The company addresses the challenge of how financial advisors can adapt and thrive in an era where technology and cost-efficiency are reshaping investment management. ROL Advisor offers a suite of digital Discovery Process Tools that empower financial advisors to become Life-Centered Planners, shifting the focus from money to the client's life. This approach aims to enhance the value that advisors bring by enabling them to guide clients in making more life-enriching decisions with their finances. By providing a technology and training platform, ROL Advisor enables advisors to engage in more meaningful conversations, ultimately leading to a greater Return on Life. In summary, ROL Advisor is on a mission to Transform the Way the World Plans by equipping financial advisors with the tools and mindset to deliver enhanced value to their clients in a rapidly changing landscape.