Manage Behavior, Not Just Money, with Goals-Based Investing. Learn More!

Not all of your client’s goals are created equal — so they shouldn’t be treated that way.

Mental accounting is the tendency to separate money into different buckets and spend or save it differently depending on how it’s labeled. The success of that strategy is not about outperforming benchmarks or competitors — it’s measured by how well an investor’s portfolio is tracking against a stated goal.

In this white paper, you’ll see how you can use the latest behavioral finance research to improve outcomes. You’ll learn how goals-based investing helps:

• Keep investors calm, rational, and invested
• Create more meaningful client conversations
• Add greater value to clients via financial planning

0102-OAT-1/13/2023

Offered Free by: Orion Advisor Tech