Modern Goals: Behavioral Strategies for Long-Term Success

Managing your clients’ financial goals and keeping them on track with those goals is a key aspect of the advisor/client relationship. But goal-setting is filled with challenges both for advisors, who have a vested interest in keeping their clients on target, and their clients, who might not be able to tell the difference between goals they want, goals they need, and goals they can actually achieve.

Our new paper examines:
  • How long-term planning can affect your clients’ attitude toward their finances
  • Strategies for helping clients set achievable goals
  • How to use real-life scenarios to help your clients envision their future lives
  • How to use mental contrasting to empower your clients to make long-term decisions