On Tuesday, June 13th, we heard from Private Wealth Advisor Scot Wilks on how the implementation of the new DOL rule impacts advisors and clients alike. Scot focuses on goals-based planning as well as best practices for communicating with clients about these complex issues.
- Goals-based vs. cash-flow based planning
- Major trends in the wealth management landscape
- Overview of the DOL Rule
- Benefits of a goals-based wealth management framework
About our Guest
Scot B. Wilks, CFP® is a Director, Private Wealth Advisor at Windham Capital Management, LLC. He joined the firm in early 2017 and is responsible for cultivating long-term relationships with Windham’s private clients. Scot applies his background in financial planning to understand each client’s unique circumstances and partners with them to craft an investment strategy built for long-term success. Scot brings ten years of planning and investment experience to Windham. Prior to joining the firm, he was a Financial Consultant at Fidelity Investments where he was consistently recognized for his high levels of client retention and overall satisfaction. He was also responsible for new client acquisition in his role. Prior to Fidelity, Scot was part of an experienced private client advisory team at Moors & Cabot in Boston. Scot earned his Bachelor of Arts degree in English and Economics from Bates College.