Goals-Based Investing: Digging for Deeper Goals

Goals-based investing can be a win-win scenario for clients, but it’s not always straightforward.

Identifying the underlying motivations driving financial aspirations is crucial for successful financial planning but requires financial advisors to discern genuine intentions amidst potential noise. Previous research highlights that employing a structured goal-setting approach aids clients in recognizing common financial objectives while also unveiling deeper life goals that significantly influence their financial journey.

The findings in this report reveal that by integrating a positive psychology framework, investors are more inclined to articulate financial goals aligned with their core life motivations. This enables advisors to forge deeper connections and steer clients towards enduring financial success through changing landscapes.

Download this report now to discover the importance of understanding clients’ deeper motivations in the realm of goal-based investing and long-term financial strategies.