How Advisors Maximize Comfort Zone
Advisors begin by having a conversation with clients about what they value most – their life goals. From there, advisors choose an investment strategy relative to those goals and develop a plan that can be updated on-demand to capture changing market conditions.
Comfort Zone then provides each client an interactive, visual representation of how they’re tracking toward the goals they’ve established. It shows the likelihood of a client exceeding goals for retirement, college savings, charitable giving, or other life goals.
With GDX360 and Comfort Zone, advisors can prioritize conversations with clients…one that is forward-looking and concentrated on helping them stay on track to reach their goals.