ROL Advisor

不動産CRMとリード管理

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Return on Life focuses on helping financial advisors center their conversations around clients' lives rather than just their investments. The SaaS offers digital tools and training to improve client engagement and support life-centered planning for a better overall life experience.

ROL Advisorは次の場所にあります Real Estate CRM & Lead Management カテゴリー。

ROL Advisor に最も類似した製品は次のとおりです。

Ziggma 昇進 → 360 Lifecycle → 360 Lifecycle → Stonewood → HUB Financial →

スクリーンショット

詳細

ROL Advisor 主な特徴

• $Lifeline
  This tool identifies upcoming life changes that clients need financial help with.
• ROL Index
  This feature tracks how well clients are using their money to live their best life right now.
• Fiscalosophy
  This tool helps understand the past experiences that shaped how clients view money.
• Learning Hours
  Members can join live webinars to learn from experts and improve their skills in Life-Centered Planning.
• Growth Strategies
  Members get monthly ideas for improving their business and results.
• Retirement Coaching
  This service helps clients transition smoothly into retirement and enjoy their new life.
• Life-Centered Planning
  This feature helps put the client's life at the center of discussions instead of just focusing on money performance.
• Ghostwritten Blog Posts
  Members receive two ready-to-publish blog posts each month to educate clients and show expertise.
• PowerPoint Presentations
  Educational presentations are provided to help grow the business through seminars and webinars.
• Digital Discovery Technology
  This tool helps clients answer important questions about their financial views, current situation, and future plans.
• Scripts and Marketing Materials
  This feature provides scripts and materials to help explain the ROL approach to clients.

バッジ

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バッジをコピー

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バッジをコピー

ROL Advisor 代替案

Ziggma 昇進

A comprehensive investment management platform provides tools for tracking an...

360 Lifecycle

360 Lifecycle is a complete practice management system designed for financial...

360 Lifecycle

360 Lifecycle is a complete practice management system designed for financial...

Stonewood

This comprehensive platform offers practice growth tools, advanced software, ...

HUB Financial

This is a comprehensive advisor enablement platform that centralizes client o...

使用される技術

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