Goals Based Advice is just the first step in Goals Based Investing.
A new investment philosophy, coupled with purpose-built technology unlocks the capability for advisers to implement investment portfolios that match the client's specific goals. It's a solution that increases business efficiency and scalability while delivering a client experience that fuels new business growth and client retention.
In this video podcast, Fraser Jack from Advice Intelligence Interviews:
- Matthew Walker, Managing Director, Dynamic Asset Managing Director
- Jerome Lander, Portfolio Manager, Dynamic Asset
- Jacqui Henderson, CEO, Advice Intelligence
You'll learn:
- How Goals Based Investing differs from the traditional SAA approach
- How a solutions approach can modernise an advice business with increased client engagement and efficiency
- Why Goals Based Investing is right for now and the future.
Dynamic Asset is Australia's only whole-of- business turn key solution that answers the challenges that advisers face today. Find out more about Dynamic Asset's full range of Adviser services and the benefits they can bring to your advisory business.
