Forging a New Era of Financial Planning: Embracing a Goals-Based Approach
- Registration Closed
In today's ever-evolving financial landscape, traditional retirement planning strategies often fall short of addressing the unique needs and aspirations of clients as they prepare for their futures. Our webinar, "Forging a New Era of Retirement Planning: Embracing a Goals-Based Approach," explores the shift to a goals-based planning framework and its transformational impact on the financial advisory industry. Our presenters will delve into the current financial planning landscape, highlight the growing emphasis on client-centered personalization, and underscore the necessity of aligning advisory services and financial strategies with clients’ personal goals and financial objectives. This shift represents the core of modern financial planning, which places the individual and their goals at the forefront. We will present a compelling case study that illustrates how the goals-based approach can transform retirement planning, enabling clients to turn their retirement dreams into a well-structured and achievable reality. This real-world example will showcase the tangible benefits of a goals-based framework, from helping ensure a secure retirement to optimizing wealth distribution strategies.
- Shifting to a Goals-Based Framework Within Retirement Planning
- Personalization of Financial Planning for the Client
- Advantages of Goals-Based Retirement Strategies
- Enhancing Advisory Services with a Goals-Based Approach
- attendees will learn how clients increasingly look to their advisors for one-to-one service tied to individual goals and life events.
- attendees will learn how personalized, goals-based financial planning better enables clients to reach their goals.
- attendees will learn how to incorporate a more client-centric approach into your firm’s service mode.
Adam Bilmes, CIMA®, CFP®, CRPC®
Vice President of Digital Strategy and Wealth Management
Franklin Templeton
AdamBilmes, CIMA®, CFP®, CRPC® is the Vice President of Digital Strategy and WealthManagement at Franklin Templeton. Prior to joining Franklin Templeton, Adam ledsales teams as Managing Director, Head of Sales and Partnerships North Americaat ABAKA. As Vice President, Senior Strategic Account Manager atOppenheimerFunds, Adam led a cross-functional team including investments,marketing, client service, operations and business intelligence to drive salesgrowth at key accounts. Previously, Adam was a financial advisor at firmsincluding Ameriprise and JP Morgan. He graduated from NYU Stern School ofBusiness with his MBA and from Rutgers University with his BA.
Ali Rezvan
Director, Advisor Sales
TIFIN
Ali is an experienced sales leader across multiple products in TIFIN’s wealth portfolio. Prior to joining TIFIN, Ali was a financial advisor at Merrill Lynch with a focus in Global Wealth and Investment Management and Consumer Banking and Investments. Inspired by the gaps he saw in wealth management technology, he transitioned into fintech to be part of the solution. Ali graduated from the University of Georgia's Terry College of Business with a degree in Economics and minor in Legal Studies. A Colorado resident, he is an avid outdoorsman and enjoys skiing and hiking most weekends.
Key:
Complete
Next
Failed
Available
Locked