How to evolve to goals-based advice

Presented by Fraser Jack
Head of Partnerships at Advice Intelligence

Date: 11 June 2020

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About this presentation

Hear from Fraser Jack, Head of Partnerships at Advice Intelligence, as he discusses the fundamental differences between traditional advice and goals-based advice and how to turn this advice philosophy into a methodology for your business. In this presentation you will learn:

  1. How to model, track and benchmark client goals
  2. How to link your client goals to an investment portfolio
  3. What the future of goals-based advice could look like

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