Publications

- July 1, 2015: Vol. 2, Number 7

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Planning with Purpose: Advisers can enhance their practice through more meaningful client engagements

by Matt Matrisian

Financial planning is in the midst of an evolutionary stage, driven by financial advisers’ efforts to better define their value propositions and secure long-term client relationships. As competition continues to increase, the quality of the client experience and depth of the client relationship become an adviser’s true differentiators.

Purpose-based planning highlights the importance of moving toward a purpose-based planning model, as well as outlining steps advisers can take to strengthen their client relationships.

DEEPER ENGAGEMENT

In recent years, financial planning has become broader across the industry with the rise of the wealth management service model. In fact, you may already position yourself as the hub of a comprehensive financial planning experience and address many different components of your clients’ total financial picture. However, in order to take their financial planning capabilities to the

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