Paolo Calvi’s Post

Next-Generation Financial Advisory: From Life Cycle Hypothesis to Goal-Based Investing  ️ Education plays a crucial role in our partnership model. In our recent training course designed for Credem Banca’s Premium financial advisors held in partnership with Franklin Templeton by Giuliana Borello, we delved into the innovative transition from traditional Life Cycle Hypothesis to Goal-Based Investing. This latest approach is essential to address the evolving needs of the financial market. By understanding intergenerational differences and leveraging emotional intelligence, Financial Advisors can identify clients’ personal and financial goals, assigning them fundamental relevance in planning. Just like a flight that stays on course toward its final destination by adapting the route to present conditions, clients’ financial journeys are guided precisely toward their goals, adapting to variables and unexpected events along the way. Constantly updating knowledge and tools is crucial to building trust and long-lasting partnerships.  #finance #investment #CredemBanca #GoalBasedInvesting #FTAcademy #innovation

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