Why 97% of Your Clients Don’t Have Financial Goals and What to Do About It
By Ronald Sier via Iris.xyz There’s a myth about the success of setting goals. Back in 1953, Harvard University conducted a study on the…
Goals
Weekend Reads: How to Scale Goal-Based Advice While Satisfying Compliance Standards
Advisors face a common dilemma: managing assets to meet a client’s stated risk tolerance with full knowledge that other assets exist that are…