Webinar: Goal Based Planning – A Win-Win for Wealth Management Advisors and Clients

With William Trout, Head of Wealth Management at Celent headlining in this debate on the importance of goal-based financial planning, this session promises to be lively and insightful.

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.

Joining William for this discussion are Antony Bream, Managing Director – EMEA and Americas at Wealth Dynamix, and Ronald Janssen, Managing Director at Ortec Finance.

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.

REGISTER HERE

Share

Share on email
Share on twitter
Share on linkedin
Wealth Dynamix delivers Client Lifecycle Management solutions to the world’s leading private banks and wealth and asset management firms.

READ OUR INSIGHTS

A costly mistake: the true cost of selecting the wrong onboarding solution in wealth management

20 October 2020

A costly mistake: the true cost of selecting the wrong onboarding solution in wealth management

Wealth management firms are all-too-often underpinned by inefficient and outdated legacy systems that cannot accommodate client needs or regulatory requirements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

Spotlight on… Microsoft

16 October 2020

Spotlight on… Microsoft

In this edition of our “Spotlight on…” series, Wealth Dynamix and Microsoft debate the role of digital transformation in wealth management.

3 min. read

Is Investment Content More Important Now Than Ever Before?

15 October 2020

Is Investment Content More Important Now Than Ever Before?

Investment content producers who use performance metrics, data and lead generation numbers to deeper inform their content strategies will succeed.

6 min. read