Rainmaker Multiplier On-Demand

Coffee Break with C2P: What Do Clients Want from a Financial Advisor?


Listen Later

The answers to that question will surprise you! Charles Sarvari, Regional Director of Dimensional Fund Advisors, breaks down the data his team gathered from advisors and people in over 100 thousand households from the past seven years. Sarvari shares key insights into client top priorities and preferences, covering everything from how they like to communicate with you and their stance on advisor fees. Download and tune in now!

...more
View all episodesView all episodes
Download on the App Store

Rainmaker Multiplier On-DemandBy C2P

  • 4
  • 4
  • 4
  • 4
  • 4

4

8 ratings


More shows like Rainmaker Multiplier On-Demand

View all
The Compound and Friends by The Compound

The Compound and Friends

2,113 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

244 Listeners

The Bucket Plan® On-Demand Series by C2P

The Bucket Plan® On-Demand Series

6 Listeners

Ask The Compound by The Compound

Ask The Compound

314 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

132 Listeners

Do Business. Do Life. — The Financial Advisor Podcast — DBDL by Brad Johnson

Do Business. Do Life. — The Financial Advisor Podcast — DBDL

325 Listeners