Matthew Walker is a passionate advocate of Goals Based Advice and Goals Based Investing, and former Chairman of the Association of Goals Based Advice. Today he is the Managing Director of Dynamic Asset and Chairman of Dynamic Asset Investment Committee.
In this interview, he shares his thoughts on:
- The client advantages of Goals Based Investing
- How the benefits provided to clients change the adviser relationship for the better
- How the range of business efficiency gains translates to profitable growth for financial planners
This interview provides a range of insights into how the Dynamic Asset adviser business solution stacks up as a business case.
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