This week, the GBI team spoke with Alex Cavalieri, the co-founder of Seven Group, for an exclusive interview on The Advisor Lab podcast.
In the 28-minute episode, we spoke about how advisors can connect with investors in a more user-friendly and streamlined way with goals-based planning.
Throughout the episode, we cover:
- What makes goals-based planning an effective method for investors
- Why the investment process should be more social
- How advisors can make client onboarding more straightforward