Build your investment advice around what matters most… client objectives

Whether investing or financial planning, it’s all about achieving objectives. But often objectives are overlooked.

Most investors chose investment options based on their risk profile, with little consideration to what it is they want or need to achieve. Whether it’s a long-term goal of accumulating a certain level of income for retirement, or a shorter-term goal of funding a child’s education, an investor’s risk profile gives little insight into their investment objectives or financial goals.

This year’s Ibbotson National Adviser Roadshow has been designed around the investor – understanding your investor’s objectives and helping to get them there.

There are many approaches you can take to get your investors to where they need to be, from technical retirement strategies to inflation-plus or objectives-based investment solutions.

We’ve put together an agenda that’s packed with solutions all focused on helping you and your investor clients understand and achieve their financial goals.

Click here for more information and to register.