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Your Advice Toolkit #2

Author
Ensombl
Published
Tue 30 Jan 2024
Episode Link
https://ensombl.com/podcasts/

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

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