What Financial Advisors Can Learn By Studying Client Behaviors And Preferences

from Modern Financial Advisor · host Truelytics by Envestnet

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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This episode is 56 minutes long.

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This episode was published on March 9, 2023.

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