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What Financial Advisors Can Learn By Studying Client Behaviors And Preferences

Mike Langford
Mar 9, 2023

 


In this episode of the Modern Financial Advisor Podcast, Mark Gochnour, Head of Global Client Services at Dimensional Fund Advisors joined me to explore 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.

 

Subscribe to the Podcast! The Modern Financial Advisor Podcast is available on Apple PodcastsSpotifyGoogle PodcastsAlexaTuneIn, or if you prefer video you can find it on YouTube.

Disclosure
The information, analysis, and opinions expressed herein are for general information only. Nothing contained in this podcast is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The statements contained herein are based upon the opinions of third-party sources. Information obtained from third party sources is believed to be reliable but not guaranteed. All opinions and views constitute the judgments of the author(s) as of the date of recording and are subject to change at any time without notice. 

Resources Related to this Episode:
Below is a list of resources mentioned in this episode or related to the topics we discussed: 

If you have any questions, comments, or even ideas for new episodes, feel free to reach out. If you like what you hear, make sure to subscribe to one of our channels listed above.
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