Goals-Based Investing: Digging Deeper with Clients for Goals
Guest Expert: Ryan O. Murphy, Ph.D. and Sam
Date:
Webinar Replay Description
Morningstar's Ryan Murphy and Samantha Lamas shared research on how individuals often struggle to identify their top investment goals without guidance. They explored strategies for advisors to help clients better understand their motivations and develop personalized investment plans that align with their unique needs and aspirations.
Comments
A few comments from listeners when they were asked what the learned from the webinar:
Goals setting is the key to financial planning! Should be the first step in any engagement and should be done as frequently as possible. Should provide different frameworks from which to glean the information required to do great planning.
- Percy B.
How straight forward it is to elicit better information from people through intelligent questioning.
- Steven C.
We have been looking for something that works with our younger clients when talking about Goals. We use MoneyGuidePro software but I think it does not dive in deep enough for our younger clients. This material might hit the mark.
- Tonia P.
I love the idea of the three step process and including PERMA-V framework to help clients dig a little deeper.
- Jon B.
Goals setting is the key to financial planning! Should be the first step in any engagement and should be done as frequently as possible. Should provide different frameworks from which to glean the information required to do great planning.
- Percy B.
How straight forward it is to elicit better information from people through intelligent questioning.
- Steven C.
We have been looking for something that works with our younger clients when talking about Goals. We use MoneyGuidePro software but I think it does not dive in deep enough for our younger clients. This material might hit the mark.
- Tonia P.
I love the idea of the three step process and including PERMA-V framework to help clients dig a little deeper.
- Jon B.
Goals-Based Investing: Digging Deeper with Clients for Goals 01-17-25
Attendees Comments:
Goals setting is the key to financial planning! Should be the first step in any engagement and should be done as frequently as possible. Should provide different frameworks from which to glean the information required to do great planning.
- Percy B.
How straight forward it is to elicit better information from people through intelligent questioning.
- Steven C.
We have been looking for something that works with our younger clients when talking about Goals. We use MoneyGuidePro software but I think it does not dive in deep enough for our younger clients. This material might hit the mark.
- Tonia P.
I love the idea of the three step process and including PERMA-V framework to help clients dig a little deeper.
- Jon B.