Goal based planning: a win-win for wealth management advisors and clients

Presented by

Antony Bream, MD - EMEA & Americas, Wealth Dynamix

About this talk

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.

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Wealth Dynamix provides market leading Client Lifecycle Management (CLM) solutions to the world’s top private banks, wealth and asset management firms. Our multi-award-winning, fully integrated, end-to-end digital CLM solution, WDX1, addresses the complex requirements of client acquisition, client engagement, digital onboarding, regulatory compliance, relationship management, and ongoing client servicing. Leveraging Microsoft’s industry leading Dynamics 365 platform, WDX1 delivers benefits throughout the whole client lifecycle and transforms the way firms manage client wealth and deliver client excellence.