Your Advice Toolkit #2

Ensombl Advice Australia

English - January 30, 2024 11:40 - 51 minutes - 57.1 MB
Investing Business financialadvice ifa investing financialadviser financialadvisor financialplanner financialplanning fromthetrenches money Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Your Advice Toolkit #3

Next Episode: Your Advice Toolkit #1

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/