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Goals Driven Experience

Matt Regan on Embracing the Art of Listening for Holistic Goals-Based Financial Planning

Matt Regan on Embracing the Art of Listening for Holistic Goals-Based Financial Planning

Listening is a vital tool when it comes to holistic goals-based financial planning. It helps an advisor to establish a plan based on the client’s goals regardless of the state of the markets. It is also a principal element in building a platform that allows advisors to go independent or scale and grow their practice. We invite you to listen to Wealthcare’s President, Matt Regan explains the importance of listening in discussion with David DeCelle on The Model FA podcast.

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