The Investment Planning Experience

How can you grow and retain business as a financial advisor in 2023? With a growing need for hyper-personalized advice, there is an increasing importance in getting to know your clients – and more than just their retirement date.  Join us in the first of a series of webinars that walk through the ways in which you can bring true value to your clients that lead to better outcomes and longer-term clients. In this webinar, we will review the methods and processes advisors can use to drive productive conversations with their clients and go beyond table stakes in constructing a portfolio.

In this webinar, you will learn:  
- How to leverage growing need for advice to grow your business   
- Why truly understanding your client leads to better outcome and growth   
- How to utilize technology to reliably gather client profiles and preferences to be reflected in their portfolio 
- How Morningstar’s Investment Planning Experience (IPx) can help you achieve growth

The turn-over rate of advisors during generational wealth transfer is 70%. Are you confident that you can demonstrate your value to a new generation of clients? Getting to know your clients’ concerns, expectations and values will help you deliver truly personalized portfolios and differentiate yourself in the market.

In this webinar, you will learn how to:

- Have constructive conversations around values with your clients
- Use technology to derive reliable and actionable data around client preferences
- Ensure that your portfolios reflect client values while still meeting regulatory requirements and are in your clients’ best interests

Against the backdrop of an intensifying regulatory environment, risk profiling solutions are under the microscope these days. But aside from compliance, risk profiling, when done correctly, also is an effective first step in getting to know your client. And with the right profiling solutions, risk can be the gateway to deeper conversations with clients, long-term value creation, and truly personalized portfolios.

Join us to learn:
- How to discuss risk with clients in a way that drives understanding and engagement
- What to do with clients’ risk profiles once you have them
- How a fully integrated risk profiling process and solution can result in customized portfolios