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Modern Financial Advisor

Business

What Financial Advisors Can Learn By Studying Client Behaviors And Preferences

2023-03-09

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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.