ROI or ROL? Join the Discussion September 25, 11 am CT

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 the numbers toward what truly matters - aligning financial strategies with clients’ life purpose and peace of mind. The Heart of the Discussion: Five Key Questions that would benefit from your input! 

The panel, featuring esteemed members of the Society of Real Wealth Managers, Kristin Ramlal, Stefanie Keller, Tony Mahabir, and Doug Buss, 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.

The best news?  There is no charge to join in and meet some truly interesting people around a stimulating fireside chat!

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

Who is the Real Wealth Manager™?

A Real Wealth Manager™ (RWM™) is a Designated financial professional who serves as the strategic lead, working collaboratively with other professionals to deliver fully integrated solutions to a common intergenerational wealth strategy. Acting as both financial advocate and steward, the RWM™ supports family stakeholders in achieving sustainable, long-term financial objectives.

Key Functions of an RWM™

• Intergenerational Planning: Tailors financial strategies to individual and family goals, taking into account required decision-making for life, financial, and economic events.
• Multi-Generational Focus: Develops long-term tax-efficient financial strategies across generations, ensuring seamless transitions during life and career changes.
• Collaborative Advisory Model: coordinates the RWM™ Strategy with a network of professionals—including portfolio managers, tax experts, lawyers, estate planners, and other specialists—to address evolving family needs.
• Stewardship & Accountability: Acts as the central point of contact and accountability, ensuring all stakeholders adhere to the agreed-upon strategy and documentation.
• Preservation-Oriented: Prioritizes the protection of after-tax income and capital while managing risk factors, including inflation and the costs to a wealth management plan.

RWM™ Core Responsibilities

The RWM™ identifies the Chief Family Influencer (CFI), the stakeholders to the RWM plan and develops the strategy that will enable an accountable and structured process focused on four key elements in joint decision-making:

• Accumulation 
• Growth 
• Preservation 
• Transition of Wealth

Special attention is given to the risks to income and capital due to wealth eroders such as inflation, taxes, and fees. The object is financial peace of mind and sustainability of wealth goals to provide choices in meeting future financial objectives.

The Next Step in High Value Service of Special Interest To:

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