Uncovering client motivations and establishing goals based on the client's full financial picture, values, and impact are the key to hyper-personalization at scale. Advisors need easy access to tools for goals-based planning, sustainable investing, portfolio risk scoring, and direct indexing all in one place. Join us to explore how Morningstar combines the latest software, data, research, and ratings to power personalized advice.
Learning Objectives:
Explain and demonstrate how the industry has primartily focused on the client porfolio and not enough on people when it comes to personalization.
Categorize how are advisors capturing client Goal, Values, and Risk Profile today and examine research on how to build a better process
Identify the effiiciencies gained, both time and money, in personalizing a portfolio all within one platform.
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