Best Practice Spotlight: Implementing a Structured Approach to Discovering Client Values
March 20th 2019 at 2pm NZ Time
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
Cost – complimentary
Please register direct using this link https://landing.trueprofile.com/values