Modern Financial Advisor

What Financial Advisors Can Learn By Studying Client Behaviors And Preferences


Listen Later

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.

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

Modern Financial AdvisorBy finservMarketing

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

13 ratings


More shows like Modern Financial Advisor

View all
Financial Advisor Success by Michael Kitces

Financial Advisor Success

718 Listeners