Best practices for goals-based wealth management and how it affects adviser–client relationships.
Scott Welch discusses how advisers can rethink traditional client reporting and communications to deliver an enhanced level of service, moving firms towards goals-based wealth management and examining how it will affect adviser–client relationships. Goals-based wealth management could offer a way to reconcile the human factor with an increasingly “robo” world of wealth management offerings.
This is an archived recording of a live broadcast that took place on 7 March 2017.