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Your Advice Toolkit #2
Manage episode 398350500 series 1398082
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/
857 episoder
Manage episode 398350500 series 1398082
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/
857 episoder
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