A true goals-based wealth management (GBWM) approach can help you control for behavioral biases — both yours and your clients’ — and deliver desired financial outcomes for your clients. Coaching clients throughout your relationship can help combat emotional decision-making and maximize the likelihood of achieving success. Join SEI and Capital Group® for this session which will:

• Teach attendees about goals based wealth management
• Show attendees how to implement a GBWM approach by breaking down the implementation process into its core components
• Walk attendees through: identifying clients’ objectives, choosing alternate allocation approaches, the benefits of multiple investment styles and implementation vehicles, and personalization to help you help your clients meet their investment goals
• Introduce the SEI American Funds® Strategies

John, J., and Chris will be available to answer your questions following the presentation.