What Financial Advisors Can Learn By Studying Client Behaviors And Preferences
Released Thursday, 9th March 2023
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What Financial Advisors Can Learn By Studying Client Behaviors And Preferences
What Financial Advisors Can Learn By Studying Client Behaviors And Preferences
Thursday, 9th March 2023
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Mark Gochnour, Head of Global Client Services at Dimensional Fund Advisors explores some of the discoveries he and his team have made about client preferences and behaviors via DFA's most recent "Global Investor Study".
Mark also shares some interesting insights on what successful firms are doing to help their younger financial advisors develop their presence with HNW clients.
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Modern Financial Advisor
The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.Join Podchaser to...
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