The purpose of every investment plan is to grow over time, but ultimately investment growth is a means to an end. That end might be funding education, securing a dream home, car or yacht, retiring early, or satisfying some other life goal.
Without having sight of these goals, and being able to monitor the progress of investments towards meeting them, relationship managers are flying blind when it comes to formulating effective investment strategies that will meet client expectations in the long term.
You will learn:
– The benefits and trends in goal-based planning
– How wealth managers are missing out on opportunities to grow, by failing to offer goal-based planning
– The changing role of the advisor, and how goal-based planning enriches engagement and helps to build more emotional connections with clients
– How to deliver greater value to clients and reduce pressure of service fees
Client Lifecycle Management (CLM) is central to helping clients achieve their life goals. Join our panellists to find out why, and learn how to ensure the best possible outcome for everyone involved.
20 October 2020
Wealth management firms are all-too-often underpinned by inefficient and outdated legacy systems that cannot accommodate client needs or regulatory requirements
4 min. read
16 October 2020
In this edition of our “Spotlight on…” series, Wealth Dynamix and Microsoft debate the role of digital transformation in wealth management.
3 min. read
15 October 2020
Investment content producers who use performance metrics, data and lead generation numbers to deeper inform their content strategies will succeed.
6 min. read