May Roundtable: The Outsized Impact of Family Goals in Improving Client Management and Investment Outcomes

With the Institute’s theme for May focused on Investments, our featured event will be The Outsized Impact of Family Goals in Improving Client Management and Investment Outcomes. Occurring on May 30th at 4pm ET, this roundtable will focus on the dramatic importance of client goals in developing better financial and investment outcomes, more effectively serving client families and helping advisors improve their practice. We’ll also talk about why the full effect of this approach eludes many advisors.

Tangible takeaways for attendees will include:

How to run an effective client discovery process
How to recognize and draw out real client goals and help client families identify what matters most
How to articulate a family’s hierarchy of goals
How to translate goals into investment policy
How to manage the trade-off when goals seem to be in conflict with each other
How to ensure goals for each entity are captured in investment policy statements
How to use the client goals process to better manage ongoing client relationships and achieve better outcomes

There will also be an opportunity for attendees to share their experience, including successes and challenges, in breakout sessions.

Institute members can register and access event resources by visiting the event’s page here.

To learn more or inquire about membership with The UHNW Institute, we invite you to contact us.