EPISODE · Jan 30, 2024 · 51 MIN
Your Advice Toolkit #2
In this episode, Brendon sits down with David Swanwick, Head of Client Communications, EMEA and Vice President at Dimensional Fund Advisors. They discuss how advisors can best communicate with clients, taking into account the current market conditions and their long term goals. David Swanwick LinkedIn: https://www.linkedin.com/in/davidswanwick/ Brendon Vade LinkedIn: https://www.linkedin.com/in/brendonvade/ To learn more about the Dimensional difference, visit https://ensombl.com/go/20240131 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/
What this episode covers
In this episode, Brendon sits down with David Swanwick, Head of Client Communications, EMEA and Vice President at Dimensional Fund Advisors. They discuss how advisors can best communicate with clients, taking into account the current market conditions and their long term goals. David Swanwick LinkedIn: https://www.linkedin.com/in/davidswanwick/ Brendon Vade LinkedIn: https://www.linkedin.com/in/brendonvade/ To learn more about the Dimensional difference, visit https://ensombl.com/go/20240131 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/
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Your Advice Toolkit #2
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