Bridge over ocean
17 July 2017 Multimedia

Setting Up a Goals-Based Wealth Management Practice (Take 15 Series)

  1. Jean L.P. Brunel, CFA

Goals-based wealth management is a client-facing, robust framework for managing client needs. The framework is set up in a language that can be easily understood by clients. In this Take 15, Jean Brunel, CFA, gives advice and insights for setting up a goals-based wealth management practice.

The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.

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