Understanding Your Clients: The Investor Survey

J (1.5)
J (1.5)
10/20/2017
1:45 PM - 3:00 PM
This presentation reviews the results from an end investor survey conducted by Dimensional Fund Advisors. The survey is designed to provide insight into the motivations, preferences, and attitudes clients hold when considering their relationship with an advisor. Attendees will gain insight into how different client segments make decisions regarding why they selected an advisor, what is important for an ongoing relationship, and how clients measure the perceived value advisors deliver. The session is designed to have a high degree of interaction between attendees in order to learn from both the material presented as well as gain additional insight from their peers.