How Advisors Use Goals-Based Investment Reports to Build Client Confidence

Enjoy this behind-the-scenes POV of Andy Finnegan, CFA, CAIA spec’ing ways to educate the industry on goals-based investing. A lot of what we do is thinking hard about how to help advisors explain tradeoffs like long-term goals vs. short-term.

One advisor recently shared on our reports: “When I present this to clients, I BELIEVE the output. It’s concise, I have conviction, and clients like that. The ability to model various scenarios and explain what we are doing provides comfort. Clients can easily understand the tradeoffs and have confidence in their financial plans. Every time I present it, clients say, ‘This is a great report, this is what’s important to me.’’”

P.S. We love working in open spaces, moving around pages in the “real world” like we are solving a puzzle.