Insights From A Thought Leader: Dave Butler (Video)

Dave Butler, Co-CEO of Dimensional, discusses the evolution of the financial services industry and how both advisory firms and institutions can adapt in a dynamic environment. Recorded on March 31, 2020.

Recording Timestamps (4:00) How discipline can help be effective and calm anxiety (10:12) Business continuity at Dimensional (12:35) David Booth’s perspective and sticking to fundamental principles (17:20) Dimensional employee experience and servicing clients virtually (29:54) The role of a financial advisor (37:30) Dimensional initiatives for 2020 (50:28) Dimensional’s future

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CLEAR & INTENTIONAL  INVESTING

online fee-only fiduciary financial advisor blog robert schmansky
online fee-only fiduciary financial advisor blog robert schmansky
online fee-only fiduciary financial advisor blog robert schmansky
online fee-only fiduciary financial advisor blog robert schmansky
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