Moving from ROI to ROL: Redefining Real Wealth at the Next Meeting of the Minds

On September 25 at 11 a.m. CST, financial professionals and thought leaders will gather for an insightful panel discussion focused on a transformative concept in wealth management: moving from ROI (Return on Investment) to ROL (Return on Life). This Meeting of the Minds session, titled Redefining What Real Wealth Means to You, aims to shift the conversation beyond numbers and portfolios toward what truly matters - aligning financial strategies with clients’ life purpose and peace of mind.

The Heart of the Discussion: Five Key Questions

The panel, featuring members of the Society of RWM, will explore five carefully crafted questions designed to spark dialogue and reflection, both among the experts and the audience:

1. Uncovering the ‘Money Purpose’
How do advisors help clients discover their deeper purpose behind money? Understanding this foundation is essential to crafting financial plans that resonate with clients’ values and goals. Panelists will share specific questions and exercises that open this critical conversation.

2. Defining Financial Peace of Mind
What does true financial peace look like from a client’s viewpoint? The discussion will examine how advisors can transition from traditional, performance-driven planning to a purpose-based approach that redefines what financial success means.

3. Recognizing Misalignment and Course Correction
How can advisors spot when clients drift away from their money purpose? Real-world examples will demonstrate how rediscovering purpose can dramatically change a client’s financial trajectory and restore alignment.

4. Embedding Purpose in Ongoing Client Relationships
Purpose-driven discussions should not be a one-time event at onboarding. Panelists will discuss tools and habits that integrate meaningful conversations into regular client reviews, deepening trust and clarity over time.

5. Taking Action: Leading Clients Toward Real Wealth
Finally, the panel will leave attendees with a tangible action step—a mindset shift, a phrase, or a framework—that every advisor can implement immediately to guide clients toward real wealth and lasting peace of mind.

Register now to learn more about your future with Real Wealth Management and how you can add more value to your clients in practice.