This meeting is for FPA Austin Members and Partners only.
Topic: Answering Tough Client Questions
Speaker: Scott Bosworth, CFA Head of Speakers Bureau, Dimensional Fund Advisors
Description: This open-ended session encourages a conversation about what’s top of mind for clients—from perspectives on wealth and politics to technology and innovation. The presentation features specific, real world case studies that use recent market data and events to educate advisors on communication best practices surrounding their clients’ investment experience.
Learning Objectives: Advisors will walk away with a strong understanding of a communications framework that can help them approach conversations with more confidence by using a combination of scripts, stories, sketches, and supplements in client interactions.
Questions: Contact Sarah at admin@austinfpa.org.