On October 3rd, our in-house experts Neil Greenbaum and Roger Hernandez, will discuss how a goals-based investment planning methodology can help Canadian banks and wealth management firms provide more timely, insightful, and valuable advice at scale for 100% of the client base.
Learn how Goals-Based principles within the OPAL Wealth platform can:
- Optimize your clients’ goal feasibility with better investment decisions based on realistic investment risk and return insights
- Improve advisor efficiency by reducing the time spent per client plan
- Match the risk attitude of your clients with the portfolio investment risk
- Increase share of wallet with automated suggestions and daily update of goals feasibility
The webinar in short:
- Thursday, October 3rd, 2024
- 12:00p.m. - 1:00 p.m. EST
- The webinar consists of a 45-minute presentation followed by a 15-minute Q&A.
We look forward to welcoming you. If you have any questions, please contact Neil Greenbaum.
Presentation and recording will be sent to participants.
Contact
