Welcome to the Ortec Finance Goals-Based Investing Podcast!
01 June 2023
In this 10-part series featuring Ronald Janssen, the originator of goals-based investing for Banks and Wealth Managers, we will explore the topic; how it originated, how it improves trust and client engagement for Canadian MFDA and IIROC advisors, the theory underlying it, and how it can complement financial planning.
Please join us for this journey into the evolution of a client-centric advisory model which identifies and monitors financial goals. Learn with us as we offer a dynamic and practical way of advising clients.
In our second episode, Ronald examines how goals-based investing can enhance your practice and how it ultimately results in more satisfied clients:
In our third episode, Ronald examines the origins of goals-based investing and how an industry evolved as a result of meaningful conversations with his clients:
In our fourth episode, Ronald examines the concept of suitability and how in combination with a Goals-Based Planning process, it ultimately results in more satisfied clients.
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