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.
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.