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Goals-Based Investing

By Jonathan E. Braunstein September 1, 2016

A common financial advisor complaint: finding themselves off-track and bogged down when reviewing clients’ accounts, spending inordinate amounts of time focused on relatively insignificant spots of red ink. Is that the client’s fault? Or is the advisor’s reporting misaligned with the client’s goals?

Financial Advisor IQ Education’s webcast – The Client-Manager Relationship in a Goals-Based Framework – outlines ways that advisors can align the work they do with problems clients are trying to solve. This behavioral finance-steeped approach is presented by Scott Welch, the chief investment officer at Dynasty Financial Partners. This continuing education webcast has been certified by the CFP for one hour of CE credit. Participants must view the full event and successfully complete the post-event quiz.

Featuring slides and audio and streamed over the Internet, Financial Advisor IQ Education Webcasts present free, in-depth presentations by industry experts. These webcasts are recorded and are available for viewing at your convenience.

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No additional cost; this is included in your Financial Advisor IQ subscription

Scott Welch, chief investment officer, Dynasty Financial Partners

Jonathan E. Braunstein

Let us know if there are any specific topics you would like to hear about or panelists that you want to learn from. Send your suggestions to education@financialadvisoriq.com.

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