{"product_id":"18mdrt-27a-goal-based-financial-planning","title":"18MDRT-27A: Goal-Based Financial Planning","description":"\u003cp\u003eFocus Sessions\u003c\/p\u003e\n\u003cp\u003eFinancial planning often focuses on just one goal: retiring comfortably. Tancock will explain how goal-based financial planning is much more of a personalized approach that prioritizes all goals, not just retirement, and how the planning goes beyond just building investment portfolios. The financial planner becomes more of a coach to the client and makes sure they stick to the plan. Tancock believes this is the human touch that robo-advisors will not be able to replace. She will share the processes she uses to build goal-based financial plans that become more than a roadmap to her client’s financial future — they become a roadmap to their life. \u003c\/p\u003e","brand":"Million Dollar Round Table","offers":[{"title":"Default Title","offer_id":49898739335483,"sku":"18MDRT-27A","price":14.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0903\/3560\/9147\/files\/18MDRTPic_1b7052fd-576b-4cef-869b-24321768bf5f.jpg?v=1736784476","url":"https:\/\/mobiltape.com\/products\/18mdrt-27a-goal-based-financial-planning","provider":"Mobiltape","version":"1.0","type":"link"}