Goals-Based Investment Review

The Goals-Based Investment Review Workshop equips advisors with the knowledge and conversational skills to effectively motivate clients to participate in investment reviews. This two-day program will help advisors add investment reviews as a part of the planning experience while encouraging the client to seek an investment recommendation. Through this program, advisors will use various questioning techniques to raise their client’s awareness and self-discovery of their comfortability concerning the risk and return characteristics of their investments. 

Areas of Study:

• Modern Portfolio Theory Communication 
  • Equip advisors to explain complex Modern Portfolio Theory analytics in simple terms clients can follow to quantify client risk and return.
• Generating Interest for Review
  • Develop methods to create interest among clients or prospects to participate in a Goals-Based Investment Review.
• Investment Review Report Delivery
  • Train advisors in utilizing an interview and verification approach to deliver reports that motivate clients to take action.
• Goal Attainment Within Risk Parameters
  • Enable advisors to guide clients toward achieving their investment goals within specific risk parameters.
• Articulating Benefits of Asset Consolidation
  • Teach advisors how to effectively communicate the advantages of consolidating assets under their management.