Financial Services Institute: OneVoice 2014

Using technology to transcend traditional goals-based planning

  • Published: February 04, 2014
  • Runtime: 2:28
Charles Goldman, president and CEO of AssetMark, addresses the importance of advisers changing their conversations with clients and utilizing technology to pinpoint exactly what a client hopes to accomplish through their investing.

The Financial Services Institute's annual broker-dealer conference, taking place January 27-29 in Washington, D.C.

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