Provides approaches to understand, interpret and restate a client’s wealth strategy by drawing from their financial plan, estate documents and investment or asset management plans. Explains how to look for alignment, consistency and gaps in the articulated plan and the client’s expectations.
What You’ll Learn
After completing this course, students will be able to:
Recognize why a wealth plan is critical to achieving a clients long and short-term financial goals
Explore the steps in a wealth management strategy to probe deeper and analyze the clients documents
Evaluate client structures to ensure they serve the wealth management strategy
Provide solutions to make the clients wealth management strategy a reality
Determine ways to keep clients engaged during ongoing monitoring and communication