Growing Your Financial Advisory Practice | Insights For Financial Advisors, Planners And Investment Managers

At its core, financial planning is about helping clients use their resources in a way that will effectively achieve their most important goals. This means that goal-based financial planning is a natural choice for advisors who want to ensure that their clients are having their most important needs met. Today’s guest is an experienced advisor who has a keen understanding of goals-based financial planning. Ethan Astaneh is from Vancouver and a graduate of the Sauder School of Business at the University of British Columbia. He is a Certified Financial Planner, member of the Financial Planning Standards Council, and Financial Advisor at RGF Integrated Wealth Management. RGF has 60 staff including 17 advisors, with $2B AUM. Listen to the episode to hear what Ethan has to say about goal-based financial planning. Topics Discussed in This Episode:     Goal-based planning and why it’s useful for clients and advisors     How Ethan was inspired to get into goal-base