In this episode, we sit down with Chip Castille and Becca Long from GoalBasedInvestors (GBI). GBI is a platform that connects investors with advisors in a simpler, more user friendly way using goals based planning. We dive into the details on why goal based planning can work, how GBI is making investing more social, and what advisors can do to simplify the onboarding experience for clients.  Check out goalbasedinvestors.com for more.

In this episode, we sit down with Chip Castille and Becca Long from GoalBasedInvestors (GBI). GBI is a platform that connects investors with advisors in a simpler, more user friendly way using goals based planning. We dive into the details on why goal based planning can work, how GBI is making investing more social, and what advisors can do to simplify the onboarding experience for clients. Check out goalbasedinvestors.com for more.

In this episode, we sit down with Chip Castille and Becca Long from GoalBasedInvestors (GBI). GBI is a platform that connects investors with advisors in a simpler, more user friendly way using goals based planning. We dive into the details on why goal based planning can work, how GBI is making investing more social, and what advisors can do to simplify the onboarding experience for clients.&nbsp; Check out goalbasedinvestors.com for more.&nbsp;

Episode 66: How Advisors Can Help Clients Balance Their Investment Goals – A Conversation with GoalBasedInvestors

The Financial Advisor landscape is changing in a big way and Advisors need to find new ways to gain and retain clients. Hosted by Derek Schwartz of CION Investments, the Advisor Lab is meant to help Financial Advisors gain insight and inspiration from successful thought leaders across fields and industries. We're helping Advisors get out of their own head by providing strategic & tactical advice from others who've built successful businesses through innovative marketing and communications. New episode dropping every two weeks. Look for us on iTunes, Spotify, or wherever you get your podcasts.

Business

Investing

Marketing

The Financial Advisor landscape is changing in a big way and Advisors need to find new ways to gain and retain clients. Hosted by Derek Schwartz of CION Investments, the Advisor Lab is meant to help Financial Advisors gain insight and inspiration from successful thought leaders across fields and industries. We're helping Advisors get out of their own head by providing strategic &amp; tactical advice from others who've built successful businesses through innovative marketing and communications. New episode dropping every two weeks. Look for us on iTunes, Spotify, or wherever you get your podcasts.

Share Episode 66: How Advisors Can Help Clients Balance Their Investment Goals – A Conversation with GoalBasedInvestors

Sign up to save your podcasts

Episode 66: How Advisors Can Help Clients Balance Their Investment Goals – A Conversation with GoalBasedInvestors

Episode 66: How Advisors Can Help Clients Balance Their Investment Goals – A Conversation with GoalBasedInvestors

More shows like The Advisor Lab by CION

Money Guy Show

Bloomberg Surveillance

THE ED MYLETT SHOW

Animal Spirits Podcast

Wall Street Breakfast

The Perfect RIA

The Compound and Friends

All-In with Chamath, Jason, Sacks & Friedberg

Barron's Advisor