The authors believe that the millennial generation is redefining money. Instead of focussing on what money can buy, the focus is now on clients using the money they have to live the best possible life. Ways advisers can transform from return on investment-centric (or ROI-centric) planning, to return on life (ROL) planning are described.Abstract
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WHITE PAPER - Transforming from ROI-centric planning to return on life planning