Fintech Impact

Jason talks to Steve Sanduski, Co-founder of ROL Advisor. ROL Advisor is an online platform that helps advisors or helps coach advisors through a process to help clients focus on return on life as opposed to returning on their investments.Episode Highlights:0.54: Steve explains that they decided to create a new legal entity, hired some developers, and created digital tools that they call the ROL advisor, which stands for return on life. And the focus is really on helping financial advisors become life advisors essentially.1.50: Jason says that the returns are one thing, but at the end of the day, one thing matters are getting what you want out of life.2.13: What we are doing here at ROL advisor revolves around the discovery process. We think of discovery not as a one-and-done process but as an ongoing process throughout the life of the relationship, says Steve. 7.06: There is a series of 20 statements in the ROL index. These twenty statements are divided into ten categories, such as whether or not a