Goals-Based Investing: Now More Important Than Ever

Now more than ever, advisors need to seize the opportunity to engage existing and prospective clients through a new and distinctive conversation.

Financial markets are not the only things volatile this year. Investors are equally unpredictable - their confidence wavering with daily returns. Increasingly frustrated, many are considering moving their money to another advisor.

Overall, research suggests investors are losing patience with the markets and the advice they've received. This actually creates an opportunity, particularly for advisors who can offer rational ways for investors to see beyond current market volatility - especially Goals-Based Investing.

Learn more about SEI's Goals-Based Investing approach in the following video.

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