Episode 35 : 08/23/2017

Goals-based advice for client-based outcomes

Goals Based Advising banner

Rebecca Jacques

General Manager
Association of Goals Based Advice

Hosts:

Ben D. Jones
Managing Director – Intermediary Distribution
BMO Global Asset Management

Emily Larsen
Product Strategy Manager
BMO Global Asset Management

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Thank you!

Thank you for your interest. We look forward to helping enhance your client conversations.

Thank you!

Thank you for your interest. We look forward to helping enhance your client conversations.

Goals-based advice for client-based outcomes

Industries around the world have noticed a shift in power from companies to consumers, and the financial industry is no different. Consumers – your clients – are in the driver’s seat of industry change, and if you aren’t meeting their expectations, they will seek other options. This is where goals-based advice can set you apart and deliver value across your client relationships.

In this episode, we are joined by Rebecca Jacques, General Manager for the Association of Goals Based Advice in Sydney, Australia, who regularly talks with both advisors and clients to gauge the success of goals based practices. One resounding theme you’ll hear: clients enjoy the feeling of being listened to, and advisors who listen tend to improve outcomes for the entire adviser-client relationship. Listen in as we explore the steps you can take to provide goals-based advice.

In this episode:

  • Defining what goals-based advice really is
  • The differences between goals-based advice and goals-based investing
  • Differing methods for allocating capital in a goals-based framework
  • The client experience in goals-based advice

 

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