EPISODE · May 6, 2022 · 28 MIN
Discussing Advisor Client Communication Challenges with Dimensional Funds' Wes Crill
from Advisor Success Series · host 3D/L Capital Management
In this episode, we catch up with Wes Crill, Head of Investment Strategists at Dimensional Funds, to discuss the client communication challenges financial advisors are facing in the wake of market volatility, especially in fixed income which has typically served as a ballast to equities, but not so much so far in 2022. We also discuss how advisors might address client inquiries into cryptocurrency / digital asset investing when viewed within the context of expected risk/returns applied to traditional assets.
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Discussing Advisor Client Communication Challenges with Dimensional Funds' Wes Crill
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