Rainmaker Multiplier On-Demand

Rainmaker Multiplier On-Demand


Coffee Break with C2P: What Do Clients Want from a Financial Advisor?

June 16, 2023

The answers to that question will surprise you! Charles Sarvari, Regional Director of Dimensional Fund Advisors, breaks down the data his team gathered from advisors and people in over 100 thousand households from the past seven years. Sarvari shares key insights into client top priorities and preferences, covering everything from how they like to communicate with you and their stance on advisor fees. Download and tune in now!