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 a client’s 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.
Goals-based planning is fast-becoming a competitive differentiator for wealth managers. So, what are the pitfalls for relationship managers who lack visibility of a client’s goals, on a day-to-day basis?
Join our webinar to hear:
– William Trout, Head of Wealth Management at Celent, discuss the benefits and latest trends in goal-based planning
– Ronald Janssen, Managing Director at Ortec Finance, explain how relationship managers are missing out on opportunities to grow, by failing to offer goal-based planning
– Antony Bream, Managing Director EMEA and Americas at Wealth Dynamix, outline the changing role of the advisor, and how goal-based planning enriches engagement and helps build more emotional connections with clients, as well as reducing pressure on service fees
16 October 2020
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