perspectives
Advantages of Working with an Investment Professional
For many investors, having a financial coach makes sense. An advisor can assess every aspect of a client’s finances and create a holistic wealth management plan that can change as life happens, in the short and long run. In Episode 40 of The Informed Investor, Dimensional Head of Client Communications Jake DeKinder talks with Rob Morrison, Chief Experience Officer at Savant Wealth Management, about the evolution of financial advice and the key role coaching can play in the investment journey.
