Outfitting each client with a portfolio that’s aligned to their risk profile is a critical step in the planning process, but will that portfolio achieve the retirement, college, home-down payment, or other goal for which they are saving? In this session, learn how a 30-minute interactive goal-based investment plan can answer that question and more by providing personalization, collaboration, flexibility and choice.
In this webinar, we will discuss:
- How to get to the next level of personalization with goal-based investment planning
- Leveraging goal-planning to surface key trade-offs and jump-start investment plans for all types of client objectives
- Using IPx to have impactful conversations with clients around timelines, savings, and risk-level options to meet each of their goals on their own terms