May 15th at 1pm EST - 30 Minutes

Goals-Based Investing Is Set to Double. Most Firms Aren’t Ready. 

Most firms say they offer goals-based planning. But in practice, many still rely on a mix of risk scores, static model menus, and varying approaches across offices. As regulation increases and client needs grow more complex, firms are feeling new pressure to unify, personalize, and scale how advice is delivered.

Adam Scully-Power of Nebo Wealth and Mike Casciano of EVO Wealth Consulting explore how firms can create a competitive advantage and reduce compliance risk with next level goals-based planning enhancements.