Implementing a Structured Approach to Discover Client Values

Best Practice Spotlight:  This is the second webcast in the series based on the research-data from the international collaboration lead by Capital Preferences of USA

About the webcast

Goals-based planning is great—assuming clients have meaningful, well-defined goals.  However, this is often not the case.  Join us for an insight-packed conversation with Mark Nagle, Executive Director of Treysta Wealth Management, who has created an excellent process for the otherwise ‘squishy’ area of values discovery that helps clients define goals (and make trade-offs) based on their values.

What will you learn?

In attending this webinar, participants will be able to:

• State the key process steps for creating a values hierarchy for a client
• Ask “peel the onion” questions to uncover tangible connection points between values and potential goals
• Appreciate the sort of soft skills needed to guide clients through the process
• Know when and when not to take a values-led approach (it’s not right for all clients)
• Identify next steps to improve their own client values discovery and goal definition process

Who should attend?

All client-facing financial planners and advisors + leaders of advice/planning firms. The content focuses on providing real examples of best practice, which will help planners and leaders put in place a repeatable, structured approach to understanding the often fuzzy domain of client values.

About the Presenter

Mark Nagle is an Executive Director at Treysta Financial Life Management where he has been instrumental in developing a new breed of advice with roots in Behavioural Finance and Applied Psychology. This approach aims to understand the core values that drive individuals and then assist them in making better financial decisions, aligned with these values, that will support the life they choose to lead. Mark’s vision for Treysta is to build a strong presence that can positively influence the Australian advice industry and provide the market with a visible and intelligent alternative to traditional financial advice.

CPD 1.0 structured hour

Area General Principles Financial Planning

Level Developed

Cost – complimentary

To find out more or register click here

PD Calendar