The New Wave: Values & goals-based investing

Aligning a client’s individual investment preferences with their values and goals has quickly become a non-negotiable. Advisers must learn to adapt to the new wave to stay relevant.

In this session, we will reveal bespoke strategies for aligning client priorities and financial values. You will learn ways to provide a highly personalised yet scalable investment advice experience by implementing innovative tools and values-based processes which enable more engaging advice experiences.