In this 10-part series featuring Ronald Janssen, the originator of goals-based investing for Banks and Wealth Managers, we will explore the topic; how it originated, how it improves trust and client engagement for Canadian MFDA and IIROC advisors, the theory underlying it, and how it can complement financial planning.
Please join us for this journey into the evolution of a client-centric advisory model which identifies and monitors financial goals. Learn with us as we offer a dynamic and practical way of advising clients.
In our second episode, Ronald examines how goals-based investing can enhance your practice and how it ultimately results in more satisfied clients:
In our third episode, Ronald examines the origins of goals-based investing and how an industry evolved as a result of meaningful conversations with his clients:
In our fourth episode, Ronald examines the concept of suitability and how in combination with a Goals-Based Planning process, it ultimately results in more satisfied clients.
Listen to the fifth episode of the Goals-Based Investing Podcast where we will discuss the use of economic scenarios and how they can help advisors find realistic goals and keep goals on track.
In our sixth podcast, Ronald Janssen explores the benefits of portfolio monitoring and how it ties into Goals-Based Planning.
Contact
Ronald Janssen
Managing Director Goals-Based PlanningRelated Insights
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08 October 2024The Importance of Financial Planning: A Spotlight on World Financial Planning Day 2024As we celebrate World Financial Planning Day 2024, here is why financial planning is more crucial than ever.
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30 September 2024Retirement Planning Myths Debunked: What You Really Need to KnowNavigating retirement planning can feel overwhelming, especially with the myths and misconceptions that surround it.
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17 September 2024PRESS RELEASE: Wealth Managers turn to technology to address challenges74% plan to increase tech investment to tackle regulatory issues and 94% to meet client demands for better ESG portfolio monitory, study shows
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16 September 2024Elevating Your Client Experience with Ortec Finance: Introducing Two Powerful New Tools in OPAL WealthEnhance client experiences with Ortec Finance's OPAL Wealth: New Risk Questionnaire and Compare Portfolios tools to tailor investment strategies.
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03 September 2024PRESS RELEASE: Wealth Managers expect strong client growth to continue
Rising numbers of mass affluent and high net worth clients and investment in technology is fueling expansion
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20 August 2024Webinar: Goals-Based Investment Planning EssentialsOn 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.