Working on Your Craft
One of the benefits of working with Dimensional Fund Advisors (DFA) is the firm's commitment to upping their game. That ethos flows to their community of advisors as well. Yesterday I traveled to Charlotte along with 80 plus other financial advisors for a DFA sponsored workshop. The workshop had nothing whatsoever to do with investments. It was solely focused on improving communication with clients, with a variety of experts sharing research and ideas to help me improve my game, and by extension, the work I do on behalf of clients.
Our Most Recent Article in Kiplinger
Do you find the process of buying and servicing your car daunting and intimidating? You are not alone. Read our most recent column in Kiplinger. HTTP://WWW.KIPLINGER.COM/ARTICLE/SPENDING/T063-C032-S014-TIPS-TO-CONTROL-CAR-BUYING-AND-REPAIR-COSTS.HTML
The Importance of Empathy in Financial Planning
Being able to empathize with clients is paramount in the wealth management business. Knowing the depth of a client’s concern helps an advisor internalize the importance of a particular financial goal. Financial security to someone with a $1 million net worth is far different than financial security for someone with a $15 million net worth.