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Goals-based investing emphasizes aligning investment strategies with clients' specific financial goals rather than merely focusing on returns. This approach prioritizes understanding individual client needs, fostering deeper relationships, and creating tailored investment plans. By concentrating on achieving personal milestones, such as retirement or education funding, the method enhances client satisfaction and engagement. The book offers insights and techniques to implement this strategy effectively, ensuring that financial advisors can better serve their clients and improve overall investment outcomes.
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Smart Financial Advisor, Bill Martin
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- Année de publication
- 2017
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