Focus on investor goals – agile wealth planning in volatile times. How should private investors allocate their assets in these times and how can financial advisors support them? In this webinar, you will learn more about the “goals based advice” approach. We will provide insights into “goals based asset planning” and “goals based investing”, and we will demonstrate how through the use of institutional tools and methods you can generate added value for private clients.
More information & free webinar registration at: seminare.de/anleger or Flyer