Tune in to hear:
- What does Dimensional see about the future of the industry that encouraged them to launch something like ‘Life Invested.’
- Why does a “human first” investment model have the power to endure in a way that other investment models, such as those centered around sales, have not?
- How can we give the “human first” approach more definitional clarity for those who are new to the concept?
- What would Breanna say to those advisors who are nervous they are going to open a “Pandora’s Box of emotion” when they become more vulnerable with their clients?
- As someone who does a lot of self-reflection, what advice does Breanna have for advisors who want to use the things that we are discussing today as a window onto self-improvement?
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Compliance Code: 3061-OAS-11/27/2024
