Unlocking the Power of Goals-Based Financial Planning
Guest Expert: Ryan O. Murphy, Ph.D. and Samantha Lamas
Date:
Webinar Replay Description
In this webinar Ryan O. Murphy, Ph. D.
Comments
A few comments from listeners when they were asked what the learned from the webinar:
Provides a basic approach to being able to open the discussion with clients about what their goals are - often not enough time and specifics is spent up-front on this topic during the planning process. Really like to checklist approach that provides thought starters for clients
- James M.
Interesting to learn about client's attention capacity. It affirms my belief that when asking clients about goals it is important to keep it simple
- Dawn T.
This was an excellent presentation.. It was interesting to have the process presented of how the checklist / behavioral approach was developed..
- Mark Z.
I thought this was a good topic because financial advisors don't always go so deep in conversation. In addition, confronting the health and financial goals together in the conversation as parallel goals.
- Susan S.
Provides a basic approach to being able to open the discussion with clients about what their goals are - often not enough time and specifics is spent up-front on this topic during the planning process. Really like to checklist approach that provides thought starters for clients
- James M.
Interesting to learn about client's attention capacity. It affirms my belief that when asking clients about goals it is important to keep it simple
- Dawn T.
This was an excellent presentation.. It was interesting to have the process presented of how the checklist / behavioral approach was developed..
- Mark Z.
I thought this was a good topic because financial advisors don't always go so deep in conversation. In addition, confronting the health and financial goals together in the conversation as parallel goals.
- Susan S.
Unlocking the Power of Goals-Based Financial Planning 09-18-2024
Attendees Comments:
Provides a basic approach to being able to open the discussion with clients about what their goals are - often not enough time and specifics is spent up-front on this topic during the planning process. Really like to checklist approach that provides thought starters for clients
- James M.
Interesting to learn about client's attention capacity. It affirms my belief that when asking clients about goals it is important to keep it simple
- Dawn T.
This was an excellent presentation.. It was interesting to have the process presented of how the checklist / behavioral approach was developed..
- Mark Z.
I thought this was a good topic because financial advisors don't always go so deep in conversation. In addition, confronting the health and financial goals together in the conversation as parallel goals.
- Susan S.