Would you consider yourself a good communicator?

In this episode, Shannon Spotswood speaks with the Vice President at Dimensional Fund Advisors, Apollo Lupescu, PhD, about why communication matters so much in the world of financial advising.

Apollo discusses: 

• The importance of communication for advisors and what “Nerd vs. Shark” means
  
• How important active listening is for advisors
  
• Why advisors need to know who their audience is
  
• Why advisors need to create a playbook for selling their words and answering their clients’ questions
  
• And more
  

Resources:

• Advisor Bios Stink by Sara Grillo
  

Connect with Apollo Lupescu:

• Dimensional.com
  
• LinkedIn: Dimensional Fund Advisors
  
• LinkedIn: Apollo Lupescu
  

Connect with Shannon Spotswood:

• RFG Advisory
  
• LinkedIn: Shannon Spotswood
  
• Email: sspotswood@rfgadvisory.com
  

About our Guest:

Apollo Lupescu is the Vice President at Dimensional Fund Advisors. He joined Dimensional in 2004 as a regional director and oversaw the firm’s advisor 401(k) business. Prior to joining Dimensional, Apollo served in a variety of roles with the US Department of State, from which he formed his own consulting firm, Apollo Consulting Group. His interests in finance and investments led him to teaching engagements at the University of California, Santa Barbara. Apollo received his PhD in economics and finance from UCSB and holds a BA from Michigan State University, where he competed in and coached water polo.

–

Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. 

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.