Goal-Based Investing in Action

Our wealth management experts Michael Finke, PhD, CFP® and David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP® host a discussion of something The American College of Financial Services often emphasizes in its Wealth Management Certified Professional® (WMCP®) Program: goal-based investing. But what does it really mean, and how can it help you and your clients get ahead? Find out in this episode of the Wealth, Managed Podcast.