Return On Investment or Return on Life?

On September 25 at 11 a.m. CT, financial professionals and thought leaders will come together for a powerful Meeting of the Minds session: “ROI or ROL: Redefining What Real Wealth Means to You.” This event will explore a transformative shift in wealth management: moving beyond ROI (Return on Investment) to ROL (Return on Life) — aligning financial strategies with clients’ life purpose and helping them achieve true peace of mind. This 1-hr complimentary virtual event will feature a panel that will tackle 5 key questions, outlined below.

Register now!

The Heart of the Discussion: Five Key Questions

Our panel of Society of Real Wealth Managers members — Kristin Ramlal, Stefanie Keller, Tony Mahabir, and Doug Buss — will dive into five carefully crafted questions designed to spark meaningful dialogue:

1. Uncovering the Money Purpose
How can advisors help clients uncover the “why” behind their money decisions? Understanding this foundation is key to building financial plans that align with clients’ deepest values. The panel will share practical questions and exercises that open this critical conversation.

2. Defining Financial Peace of Mind
What does success really mean to clients? This discussion will explore how to move away from a purely performance-driven planning model and toward one that defines financial peace in a way that resonates with each client.

3. Recognizing Misalignment and Course Correction
Clients’ circumstances and priorities change — how do you know when they’ve drifted away from their money purpose? Panelists will share real-world examples of how reconnecting with purpose can dramatically shift a client’s financial trajectory.

4. Embedding Purpose in Ongoing Relationships
Purpose-driven planning shouldn’t end after onboarding. Learn strategies and tools to keep these conversations alive during client reviews, building deeper trust and clarity over time.

5. Taking Action: Leading Clients Toward Real Wealth
The session will wrap up with a practical takeaway — a mindset shift, phrase, or framework that every advisor can implement right away to guide clients toward greater clarity and lasting peace of mind.

Why This Matters

This session isn’t just a discussion — it’s a chance to see how Real Wealth Management™, shapes a new way of working with clients. RWM™ puts the advisor in the role of a strategic lead, collaborating with a network of professionals to deliver fully integrated solutions that address intergenerational needs.

The framework focuses on four key elements of wealth decision-making:

• Accumulation – building resources with purpose
• Growth – maximizing opportunities in a tax-efficient way
• Preservation – protecting after-tax income and capital from wealth eroders like taxes, inflation, and fees
• Transition – ensuring wealth passes effectively and sustainably across generations

It’s an approach that moves beyond transactions and portfolio performance, placing the client’s life goals at the center of every decision.

Who Should Attend

This free session is designed for:

• Financial Advisors
• Tax Consultants
• Estate Planners
• Insurance & Investment Advisors
• Divorce, Eldercare, and End-of-Life Counsellors
• Accountants and Lawyers
• Portfolio Managers

If you’re looking for fresh insights, practical strategies, and a framework that helps clients find real meaning and security in their financial lives, this session is for you. Plus, you’ll receive an exclusive tuition offer to get started in the program!

Join the Conversation

This is a unique opportunity to engage with leading voices in the profession, reflect on your own client conversations, and connect with peers who are passionate about making a difference.

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