Topic: Transforming Data into Stories
Speaker: Mark Gochnour, CFA, CPA, Head of National Relationship Group
Description: Dimensional’s Mark Gochnour shows how to use the Matrix Book to effectively communicate with clients. In addition to the book itself, which draws on a range of global historical data, Mark will highlight other resources available that can help leverage the Matrix Book’s messaging. He explains how to tell engaging stories that resonate with investors at different stages of their financial journey.
About the Speaker: Mark Gochnour is Head of Global Client Services and leads a team dedicated to the strategy, design, and execution of Dimensional’s client experience. He has been instrumental in developing Dimensional 360, the firm’s flagship service offering, designed to support clients across their investments, communication, and organizational strategy. Before assuming his current role, Mark was a Regional Director working with some of the largest and most successful financial advisory firms worldwide. Mark is a frequent speaker at Dimensional conferences and industry events and is passionate about making a positive impact on the lives of financial professionals and investors. A veteran of the financial services industry, Mark began his career in public accounting with Deloitte & Touche in 1989 and subsequently worked in corporate finance before joining Dimensional in 1998. Mark is a CPA and a CFA® charterholder with a bachelor’s degree in accounting from Oral Roberts University.
Questions: Contact Sarah at admin@austinfpa.org.