So you think you know "goals-based?" You might be a little biased. 

true goals-based wealth management approach can help you recognize biases — both yours and your clients’ — and drive client outcomes.

Keep your focus on the end game.

Download Coach Through Biases - Yours and Your Clients'  to learn how to reframe your client experience through ongoing engagement and conversations about risk — the risk of not meeting goals that is. 

That's because when your clients think about risk, chances are they aren’t referring to technical terms like standard deviation. Coaching them throughout your relationship can help combat emotional decision-making and maximize the likelihood of achieving success. 

You’ll also learn how to:

  • Identify the differences between traditional and goals-based wealth management approaches
  • Recognize biases (including your own) and keep them in check to foster trust and open dialogue
  • Demonstrate your value as a coach and sounding board 
  • Use co-planning to engage with clients, revise assumptions together and reframe expectations
  • Align individual goals — be they growth-, stability- or income-oriented — with separate investment strategies and time horizons

Get Coach Through Biases – Yours and Your Clients’ now

Shift from consultant to collaborator and coach with a goals-based wealth management approach. For more information, please contact an SEI representative at 888-734-2679.

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Legal Note

Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI). Services provided by SEI Investments Management Corporation, a wholly owned subsidiary of SEI.

Investing involves risk, including possible loss of principal.

Standard deviation is a statistic that measures the dispersion of a dataset relative to its mean and is calculated as the square root of the variance.

Neither SEI nor its subsidiaries is affiliated with your financial advisor.