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WHY GOALS BASED ADVICE IS BETTER FOR FINANCIAL ADVISERS AND THEIR CLIENTS

Advisers are talking about goals-based advice more because it represents a paradigm shift towards a focus on each client’s specific needs.

In this paper, we focus on the advice side of helping clients achieve their goals and look at why taking a Goals Based approach is so vital for the future of any advice business.

It's a change that is reshaping the industry.

Discover:

• The difference to traditional advice
• Impacts on client satisfaction
• How the client conversation changes
• Investor behaviour and psychology
• The operational aspects of Goals Based advice
• Better client outcomes
• Better business results
• Implementing Goals Based advice