79% of High-Net-Worth Clients Prioritize Life Goals Over Market Outperformance

“79% of high-net-worth clients prioritize achieving life goals over simply outperforming the market” per Accenture. It’s the same message we heard all night at ThinkAdvisor Luminaries in NYC: clients expect portfolios that align with their lives.

P.S. Good for Andy Finnegan, CFA, CAIA to run into Sean M. Daly, CFA Conquest Planning. Much of the conversation centered on how to deliver personalization in a way that genuinely improves the advice advisors give.

#goalsbasedinvesting #wealthoptimization #personalization