A New Way to Optimize Client Portfolios: Unleashing the Power of Goals-Based Wealth Management


How are you helping clients reach their most pressing financial goals?

Watch a replay of an insightful webinar featuring Adam Bilmes CIMA®, CFP®, CRPC®, VP of Digital Strategy and Wealth Management at Franklin Templeton, and AJ Boury, Chief Operating Officer at TIFIN Wealth, as they explore the power of goals-based wealth management and introduce our new joint offering, the Goals Optimization Engine (GOE®).

Traditional portfolio management sees risk as volatility within a portfolio. But for investors, the real risk is that they won’t achieve the goal they’re reaching for. This session explores how financial advisors can help improve client investment portfolios by prioritizing unique goals, going beyond traditional risk-centric approaches.

Tune into the recording to discover how GOE® bridges the gap between theory and practice, empowering advisors to make informed decisions and create customized portfolios that align with their clients’ retirement goals.


To learn more about GOE® on the TIFIN Wealth platform, book a demo today.

Learn how TIFIN Wealth can help by scheduling a
guided tour of our platform for organic growth.

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